Work Order User Guide

The Work Order module enables ‘work tasks’ or requests (as appropriate to company operations) to be entered and actioned.  Features of the module include:

• Customisable categories for classifying each entry
• Client login support
• Integrated tasks for assigning responsibility for carrying out each work order

Adding a New Record

1. Click the Add New button in the left hand menu of the Work Orders page.
2. Enter the details of the Work Order, set a Priority and select a Type to categorise the Work Order.
3. Click Save when complete.

Users who are logged in as a Client can enter information up to the dotted blue line in the image below.  Other Users can access all parts of the form.

Managing Existing Work Orders

Once a Work Order has been created, additional data can be added including task allocation and status.

Actions are added by clicking ‘Add Action’ and completing the details, including an Actionee.

Actions are DRAFT until the ‘Convert to task’ button is clicked for each task as illustrated below.

The Status and Closeout section can be used to record Work Order status and other information relating to the Work Order.

Users logged in as a Client can view only the Work Orders that correspond to the Clients that they have been provided access to.  See below for more information.

Setting Client Access

Clients can be provided with access to allow the submission of Work Orders, and to view existing Work Order.  When a client logs in to enter a Work Order or view an existing work order, they can only access information up to the blue dotted line. 

Clients can create and view Work Orders corresponding to their Client settings within CS Access.  To enable Client access for Work Orders, follow the following steps:

1. Open the Tools Menu
2. Open the User Account for the Client (or create a new account by clicking Add New)
3. Set the drop down menu 'Client' to be the primary Client related to the User. 
4. Set the Secondary Clients list to include any additional Clients that the User requires access to. This is illustrated below.
   
   
5. Set the permission level for the Work Order module to Client. 
6. Click Save.

With these settings, the User can create or view Work Orders associated with the companies listed in the Client drop down box, as well as any additional selected in the Secondary Clients list.

Administrative Settings

Administrators are able to configure the following settings using the  icon (top right of the page) for the Work Order Module.

• Work order Types
• Work order Priorities
• Notifications (determine who is notified when a new Work Order is entered).

In order to send Notifications as email, ensure that the ‘Send notifications as email’ check box is selected.