Active: By removing this check mark, the work order is set to inactive. There is a separate delete button when you open the inactive work order in view mode. Multiple inactive work orders can be deleted in one operation via the work order mass update function. Also remember that several work orders can be set inactive in one operation via the mass update function.
Utilities: Free text field in which to insert information about e.g. tools etc. to be used.
Comments: Free text field in which to insert any ongoing comments. This field can also be accessed in view mode on the job, as well as on the completion screen.
Work permit: Add work permit. Functionality for registering and signing work permits at WO. Available at WO where requirements for a work permit have been set. Requires a signature from the person in charge on the work permit so that the executor can sign. The function must be switched on in the system setting 16.1.0 System Settings
SJA: Add safe job analysis elements, categories etc. Must be set up in advance under the menu ‘System’ → ‘SJA’. If SJA is added to a recurring job, ‘Std’ can be checked off in order to ensure that the SJA will be included in the next occurrence of the job. The SJA can be edited (Category and Risk Assessment/Threats) by ticking 'Edit'. This will prevent validation of the completed SJA being activated. This is only available to admin users, or to the person who created the job.
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Sub Activity: Separate checkpoints (sub-activities) can be created with separate fields for the selection of assets (or items if item management is activated). When a job is performed, these have their own status management: ‘Requires Action’, ‘Corrected’ or ‘OK’. For details, see separate description.Separate function (button) to set all the sub-activities to the status 'OK' when executing the work order (only changes the status of sub-activities that did not have a status before).
Assigned to: In addition to the one person that can be inserted when creating a job, more can be added here, including suppliers as assigned personnel. Select here either directly via the list 'Contacts' or 'Suppliers'. Note: If a person is deleted from the work order, where hours have been entered on the work order, the time records will always remain on the work order. Hours must be deleted via the time list.
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Note: This can be inserted in advance on the linked article, allowing automatic calculation of the sale price via the edit button. Note: This is only displayed if the system has been set up with invoicing (Service Management).
Planned parts can be directly retrieved from stock when the checkbox ‘TR’ (Perform Stock transaction) is activated. This if the user has the necessary access. Tip: Hold the mouse button over the picked quantity and you will get information about the date and time the transaction has been completed.
Note: Parts that has been retrieved from stock here can only be deleted from the work order by the administrator user.
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