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Work Order Management

Different Kinds of People/Users
My Profile:  Users can edit specific information about themselves here. Contractors   This is where districts can add their contractors to the system ...
Fri, 5 Jun, 2020 at 11:42 AM
What are the Roles in the System and What do They do?
There are three different categories of user roles in the system: 1) Basic Users: those that login to the system to create work orders, 2) Processor/System ...
Fri, 5 Jun, 2020 at 11:42 AM
Managing Users
To Add a New User Click the "Add New User" link button at the bottom of the page. Use the users email address as their username as it is unique, ...
Fri, 5 Jun, 2020 at 11:42 AM
How do I set up a Maintenance Technician?
A Maintenance Technician is a trades-person.m The role is designed to provide limited access to the workers for the purposes of closing work orders, doing u...
Fri, 5 Jun, 2020 at 11:42 AM
How do I set up Electronic Distribution of Work Orders to my Crew?
There are several aspects to be considered when moving your organization from a manual process to an electronic process: logistics, employee buy in, and nee...
Fri, 5 Jun, 2020 at 11:43 AM
Additional Menus Available for User Roles
Recurring Work Orders - Allows lower level users (processors) to create and manage recurring work orders. Dispatcher Inbox - Adds another step in the as...
Fri, 5 Jun, 2020 at 11:43 AM
How do I Delete a User, Worker, or Property from the System?
District users of the Work Order system cannot delete users, workers, properties, or work orders from the system with the exception of recurring work orders...
Fri, 5 Jun, 2020 at 11:43 AM
What are Approval Groupings?
School Districts sometimes have multiple properties overseen by a single administrator. To set up a Work Order system approver for multiple sites, follow th...
Fri, 5 Jun, 2020 at 11:43 AM
Site Based Worker Work Order Assignment Process
Work order is submitted by an Originator or an Approver.  Work order is assigned to the ‘site based worker’ via a drop-down.  Note: only workers ass...
Fri, 5 Jun, 2020 at 11:43 AM
How do I Auto-assign Workers to Properties?
Maintenance Login can automatically assign a worker during the Receive process. The Receive screen requires only the work category be selected; based on the...
Fri, 5 Jun, 2020 at 11:43 AM
How do I Associate Worker(s) to a Property?
Designate in the Work Category listing (Manage > Work Order Choices > Work Category) the responsible trade for each of the work categories.  Asso...
Fri, 5 Jun, 2020 at 11:43 AM
Places/Location/Properties:
Properties Any separate location within the organization, typically these would be schools, District Ancillary Facilities such as Head start, District Offi...
Fri, 5 Jun, 2020 at 11:43 AM
Hazardous Materials
This is where you add the type of hazardous material and the location of this material. This will allow a warning to generate anytime a work order is create...
Fri, 5 Jun, 2020 at 11:43 AM
Inventory - Assets:
The system allows the tracking of assets. Assets can be broken down into several categories: Fixed large assets (think HVAC Units and boilers), vehicles lik...
Fri, 5 Jun, 2020 at 11:44 AM
Inventory - Consumables:
Consumable Inventory is purchased in bulk by the district and disbursed to the sites as needed for operations. Items like plywood, cleaning materials, nuts,...
Fri, 5 Jun, 2020 at 11:44 AM
Managing Different Alerts
Email Alerts: Email Alerts are system generated emails to designated users for a specific purpose. Stagnant Work Order Alert  This is an email notific...
Fri, 5 Jun, 2020 at 11:44 AM
What are Performance Metrics?
Maintenance & Operations recommended business model is managing objectives. Departmental objectives must be set to achieve a combination of distric...
Fri, 5 Jun, 2020 at 11:44 AM
Do I have the Ability to Conduct Surveys?
By clicking add new, a survey can be constructed to ask the end user how M&O is doing in the delivery of its services to the district clients. This surv...
Fri, 5 Jun, 2020 at 11:44 AM
Managing the Website
Homepage Logo  This is where you add your district logo. Homepage Text  This is where the text from your district splash page resides.  Import Dat...
Fri, 5 Jun, 2020 at 11:44 AM
Different Work Order Choices
These are the various information, categories, and filters that can be added to a work order:  Budget Accounts  All things budget codes may be entered ...
Fri, 5 Jun, 2020 at 11:44 AM
What is Key Management?
This section is intended as a complete Key management system allowing for identifying the specific keys with each lock, the doors they are associated with, ...
Fri, 5 Jun, 2020 at 11:45 AM
Adding Tech Ticket Tracking to the System
Some Districts desire to use the Work Order system to track tech support tickets in addition to traditional work orders.  To accomplish this a new “Tech...
Fri, 5 Jun, 2020 at 11:45 AM