Create Work Orders From Issues
Work Orders – Managers Create W.O.s to Resolve Issues & Problem
NOTE before beginning:
You can create One W.O.
Assign it to One Mechanic
To handle ALL Problems on
One Vehicle.
OR
You can Create Many W.O.s for One Vehicle. This allows you to:
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Assign Different Issues to Different Mechanics
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Assign Different Priorities to each issue on the vehicle.
- This will prioritizes some work and make other work wait.
So, Where do you BEGIN?
1) Inspection Failures create ISSUES & 2) Driver Complaints create ISSUES
SO, the Easiest Place to get Statuses on your vehicles is the ‘Issue’ Page. It tells you what's wrong.
There you can Generate & Assign Work based on Vehicle Problems.
Generate Work Orders from Issues:
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Go to the Issues List.
[Standard Navigation / Issues / Issues / […] / Add to W.O.]
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By ‘Adding Issue to Work Order’, Vehicle info will self-populate into the W.O.
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Select the Work Urgency Level through ‘Status’ and ‘Start Date’.
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Verify ‘Issue Date’ & ‘Issued By’
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Set a Start Date Based on Urgency, but realize that STATUS Trumps Start Date.
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Mileage/Meter should be pre-populated.
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Assign to Desired Technician
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Select ‘Label’ that best describes Work:
- Correct/Repair = Something Failed.
- Inspection = Investigative.
- PM = Regular Wear Item Replacement
- Rebuild/Refurbish = Rebuilding Vehicle.
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Select the Work ‘Cause’
- Routine/Planned = Expected/Scheduled.
- Unexpected = ‘Popped-Up’
- Abuse/Neglect = Resulted from Misuse
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URGENT - Enter a ‘Due Date’.
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Select All Issues you want addressed by THIS Work Order.
- To assign different ISSUES to different TECHNICIANS, create a W.O. for each Tech.
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Enter ‘Parts’, ‘Labor’ or ‘Service Tasks’ to be performed. (optional)
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Add Photos or Documents. (optional)
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Provide Job Comments. (optional)
Here are two additional ways to create W.O.s:
1) From the Vehicle List
2) Manually
Generate W.O. from Vehicle List
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Go to the Vehicle List
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Find the Vehicle you want to Create a W.O. for
[Standard Navigation / Vehicles / Vehicle List]
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Select <click on> the Vehicle you wish to Create a W.O. for
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Click on the Green ‘+Add’ button in the upper right corner
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Select ‘Work’ Order from the list.
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Some Vehicle Info will self-populate into the W.O.
Create W.O. Manually
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Go to the Work Orders Page
[Standard Navigation / Service / Work Orders / + Add Work Order]
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Click on the Blue ‘+Add Work Order’ button in the upper right corner.