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Requires risk assessment (SJA): This is indicated in the work order list with an icon of an orange triangle. The job will be locked to prevent the status from being set to ‘Started’ until an SJA has been performed. Support for electronic signing on completed SJA. Executing persons (both internal and external) on the workorder can sign an already performed SJA, so that you do not have to duplicate SJA's. Note! Each performer must log to sign. Before a SJA can be used, various setup tasks must be performed under the menu ‘System’ → ‘SJA’ 15.3.0 SJA (Requires risk assessment).
Requires RCA: Indicator on WO for RCA (Root cause analysis). Must be activated in the system settings 16.1.0 System Settings.
Priority: Default priority 1, 2 or 3. This priority is selected as the default setting, depending on which criticality factor (A, B, C or D) the asset is set up with. 1 = A-critical asset, 2 = B and C/D = 3. Under the menu ‘Admin’ → 'System settings' and in the section ‘Miscellaneous system settings’, you can set the system to use ‘Fixed’ (1, 2 or 3) or 'Floating' priority (1, 2, 3, 4, 5, …..).
Short description: The essence of what the job entails, or what the fault condition was. This field must be set as compulsory.
Asset: All jobs must have an asset linked to them. If you go into ‘Add to work order’ via an asset, this is inserted. Alternatively, you can search for asset number or asset name.
Location: If a location is entered here, the location filter will trigger both the object's and the work order's location.
Item: If item management is activated, this field will be available for creating work orders against items.
Project: All jobs must have a project linked to them. As the default, the project that is on the user’s user profile is retrieved here. There is an option to search for a project number or name.
Rec of Invoice: In connection with service management and invoicing assignments. The default is to take the invoice recipient that is connected to the asset for which the job is created, or the next default is to take the invoice recipient higher up in the asset structure.
Origin: Typically used in connection with the deviation module, but is also available if you do not use this. Options here must be predefined under the menu ‘System’ → 'Messages'.
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Status: Select workflow status on a job. The options here are in accordance with the selected flow in the ‘Workflow’ field. The last workflow status before approval is always the status ‘Executed’.
Activity group: Activity groups act as collective records for the various maintenance activities that are performed in the company. A default set of groups is supplied with the system. The recommendation is to be restrictive in creating more than these. This allows for better control, management and reporting with/of the various maintenance measures.
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Cause of fault: Causes of fault can be selected here, depending on fault type (in the field above).Rec of Invoice: In connection with service management and invoicing assignments. The default is to take the invoice recipient that is connected to the asset for which the job is created, or the next default is to take the invoice recipient higher up in the asset structure.
From date/meter: From date or from meter
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Estimated downtime: Estimated downtime that is required to get the job done.
Description: Detailed description of e.g. what must be done. Rich text editor (HTML) is available. If this is activated, you can insert links, images (can also be pasted in via the clipboard), video links, tables, formatted text, etc.
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Add Articles, + Document and +HoursTime Registration: Articles, documents and time records can be added directly via these buttons.
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