|   |
| |
Below is an alphabetical list of the fields and options available during work order data entry. To jump directly to the information for a specific field or option, press <Ctrl+F> to access your browser's search field and enter the name of the field/option in question.
NOTE: Please keep in mind when reviewing the information on the work order fields/options that all users can enter work order requests; however, only members of the "Operations" and "System Administrator" user groups have access to all work order information (for example, target date and done date). As a result, if you are not a member of that user group, some fields and options on this page will not be available for data entry as detailed below.
This read-only information field indicates the agency location you selected at which the work is needed.
This read-only information field indicates the apartment/bed you selected at which the work is needed.
NOTE: This value shows as "N/A" when a non-residential location has been selected.
In the Description field, type or make changes to a brief description of the work that needs to be done.
Click the Done By drop-down arrow and select the individual, team, or group who completed the work for this request.
NOTE: This option can only be configured by members of the "Operations" and "System Administrator" user groups. For all others, this information is read-only.
In the Done Date field, type or make changes to the date on which the work for this request was completed.
NOTE: This option can only be configured by members of the "Operations" and "System Administrator" user groups. For all others, this information is read-only.
This read-only information defaults to 99999.9 until the work order request is saved for the first time; at that time, a job number is assigned.
Click the Job Type drop-down arrow and select the type of job the work order request is being entered or updated for. Available options are:
|
Fire-Related |
Plumbing |
Heating |
Cooling |
|
Infestation |
Security |
Structural |
Electrical |
|
Painting |
Appliances |
Furnishings |
Supplies |
|
Relocation |
Unspecified |
|
|
In the Labor Rate field, type or make changes to the labor rate for this work order.
NOTE: This option can only be configured by members of the "Operations" and "System Administrator" user groups. For all others, this information is read-only.
Click the Location drop-down arrow and select the location within the previously selected address at which work is needed.
In the Materials Cost field, type or make changes to the amount of money it took to complete the work for this request.
NOTE: This option can only be configured by members of the "Operations" and "System Administrator" user groups. For all others, this information is read-only.
In the text box provided, type or make changes to a detailed description of what needs to be done, or to any other work order-related information.
The read-only Req Date information field indicates the date on which the work order request was initially entered.
Click the Requested By drop-down arrow and select the staff member who is entering or updating the work order request.
NOTE: This option can only be configured by members of the "Operations" and "System Administrator" user groups. For all others, this information is read-only.
Click the Resident drop-down arrow and select the resident currently occupying the selected location.
NOTE: This information is N/A when a non-residential location has been selected.
In the Target Date field, type or make changes to the expected work order completion date (using mm/dd/yyyy format).
NOTE: This option can only be configured by members of the "Operations" and "System Administrator" user groups. For all others, this information is read-only.
Click the Urgency drop-down arrow and select the degree of urgency with which the work order request should be dealt. Available options are: "Emergency," "24-Hour," and "Routine."
In the Work Hours field, type the number of hours it took to complete the work.
NOTE: This option can only be configured by members of the "Operations" and "System Administrator" user groups. For all others, this information is read-only.
https://demodb.footholdtechnology.com/help/?11065
