Work Orders

ThingTech's Work Order Manager allows users to easily create, edit, clone and delete multiple types of work orders and assign to others as needed. The Work Order object serves as the record for any work, or potential work that needs to be performed on a specific Asset. Work Orders can be created at any time for any Asset, or based on a Maintenance Schedule. Work Orders can also be integrated with Parts and Inventory.

Please speak to ThingTech Support to add this functionality to your system at support@thingtech.com.

REQUIREMENTS

Asset: Work Orders must be related to an Asset, so users will need to ensure that the Asset already exists in ThingTech.
Maintenance Schedule: If the Work Order is created as part of preventative maintenance, it will need to be associated with a Maintenance Schedule.

CREATING A preventative work order

Work Orders based on a Maintenance Schedule will generate automatically based on the existing schedule. To view the maintenance schedule, open up the Asset that houses the Maintenance Schedule.

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Work Orders will automatically based on the field "Next WO Create Date".

CREATING A UNIQUE WORK ORDER

For corrective and emergency work, You can create a Work Order off of the Work Order Object:

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Or off of the Asset itself:

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A new screen will open asking you to select the Record Type of the new record:

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Record Type Options	Description
Work Order	This is the standard work order, if creating as a one-off, these likely will not be associated with a Maintenance Schedule, but they can be if needed. Generally when creating a one-off Work Order it's for work that is required outside of a preventative maintenance schedule.
Service Request	This serves as a work request to place in another user's queue to make them aware of the work they are being requested to perform.
Work Order Template	Work Order Templates are used in conjunction with Maintenance Schedules. If the user would like the Work Order to be created with specific data filled out, the user will need to associate the Maintenance Schedule with a Work Order Template.

FIelds on a WOrk Order

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Fields	Description
Work Order Name	This is a required field. The user can use any combination of letters, numbers and characters.
Asset ID	This is a lookup field to associate the Asset with this particular Work Order. Select the magnifying glass to the right of the field and it will open a selection box of all Assets in ThingTech. The user can search for the record as well as peruse the list.
Description	Enter a brief description of the work to be performed.
Requested By	The name of the person requesting the Work Order.
Maint. Schedule	Work schedule used for this order, if any.
Due Date	Date the Work Order is due.
Assigned To	The user who will execute the Work Order.
Priority	Priority level of the Work Order. Options are Low, Medium, High
Type	Options are Preventative, Corrective, Emergency
Reason	Customizable field to enter the user's options for reasons.
Comments	Enter any custom comments related to the Work Order.
Status	Current status of the Work Order. Options are Not Started, In Progress, and Completed.
Completion Date	Date the Work Order was completed.
Cost	Enter any costs related to the Work Order.
Meter Reading at Completion	If applicable, enter the meter reading of the Asset at the completion of the Work Order.
Vendor	The maintenance vendor that performed the Work Order.
Invoice Status	The payment status of the Work Order invoice.
Invoice #	Enter the invoice associated with the Work Order.
Completion Notes	Enter notes, links, pictures to describe the work completed.