Entering a New Work Order







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To enter a property maintenance work order request, complete the following steps from the AWARDS Home screen:

    1. Click Administration from the left-hand menu, and then click Operations.  The Operations fly-out menu is displayed.
    2. Click Property Maintenance.  The Maintenance Work Orders Preliminary Selection Settings page is displayed.

    1. Click the Work Site drop-down arrow and select the location for which the work order request is being entered.  Do not enter values into any of the other fields on this page.
    2. Click CONTINUE.  The Maintenance Settings Selection Detail page is displayed.

    1. If there is more than one address for the selected work site, click the Address drop-down arrow and select the address for which the work order is to be entered.  Leave all other options on this page at their default values.

  NOTE: Work sites with a single address will not have an Address selection option on this page.

    1. Click CONTINUE.  The Maintenance Selection Final Settings page is displayed.

    1. Click the Job Site drop-down arrow and select the site for which the work order request is to be entered.
    2. Click the Database drop-down arrow and select "Data Entry."
    3. Click CONTINUE.  The Maintenance Work selection page is displayed.

This page contains a table listing any existing maintenance work orders for the selected work site, address, and job site.

    1. Click the checkbox next to Job # "99999.9 New Request."
    2. Click DATA ENTRY.  The Selected Maintenance Work Orders page is displayed.

    1. Configure the fields and options on this page as necessary.  For more information on those fields and options, refer to the Work Order Fields / Options.

  NOTE: 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 one of those user groups, some fields and options on this page will not be available for data entry.  (Note that there is an option behind-the-scenes that, when set for your agency by Foothold Technology, lifts these user group restrictions and enables specified users or user groups to enter data in all work order fields/options, as well as to edit/delete work orders entered by other users.  If you are interested in having this option turned on, please contact the Help Desk for assistance.)

    1. Click UPDATE REQUEST.  The work order request is saved and the updated Maintenance Work selection page is displayed. 

  NOTE: At this time a system generated message for the request is also sent out to the user who made the request and to all users with the "Superintendent's Log" data entry/access permission.  If the work order is for an apartment in a residential program, the primary service coordinators in the program and the program director/deputies also receive the notification.

The process of entering a work order request is now complete.

  https://demodb.footholdtechnology.com/help/?11063