Woodland Work Management: Streamlining Tasks and Assignments

Work Orders Page

The Work Orders page is the central hub for managing tasks and assignments related to facility operations. This page provides tools for viewing, filtering, and managing work orders efficiently.

Key Features

Work Orders Table:

Displays detailed information about each work order, including:

• ID: Unique identifier for the work order.
• Facility: The facility associated with the work order.
• Zone: The operational or geographic zone.
• Type: The type of work (e.g., Routine Maintenance).
• Priority: The priority level (e.g., Scheduled, Urgent).
• Status: The current status of the work order (e.g., Requested, Completed).
• Notes: Any additional details or comments.
• Start Date: The date work is scheduled to begin.
• Due Date: The deadline for completing the work.
• Next Visit: Indicates the next planned visit for recurring tasks.
• On Visit: Checkbox indicating if the work order is linked to a visit.
• Details Column: An info icon clicking this opens the Edit Work Order

Add Work Order:

• Button in the top-right corner to create a new work order.
• Clicking it opens a form to input details such as facility, type, priority, and start/due dates.

Create Work Orders

The Create Work Orders feature allows users to assign new tasks to facilities and define the details of these tasks in a structured manner. This tool ensures all work orders are properly documented and scheduled for completion.

How to Access

1. Navigate to the Work Management section from the sidebar.
2. Click the Add Work Order button in the top-right corner of the Work Orders page.
3. The Create Work Orders form will appear.

Create Work Orders Form Breakdown

1. Facility Selection

Use the following fields to select the facilities to which the work order applies:

• Area: Select the area where the facility is located.
• Run: Specify the operational run within the selected area.
• Zone: Narrow the selection to a specific zone within the run.
• Facility Type: Filter facilities by type (e.g., BAT, FHR, SAT).
• Search Facilities: Enter keywords to search for a specific facility.
• Select Facilities (Required):

• Choose one or more facilities from the dropdown list after applying filters.
  

• Note: If the facility isn't listed, ensure it has an assigned zone, as work orders can only be attached to facilities with a defined zone.

2. Work Order Details

Define the specific details of the work order:

• Work Order Type (Required):
  • Choose the type of work to be performed:
    • Routine Maintenance: Regularly scheduled upkeep tasks.
    • Exception: Tasks requiring immediate attention or exceptions.
    • Maintenance: General maintenance activities.

• Priority (Required):
  • Set the importance level of the work order:
    • Critical: Highest priority; requires immediate action.
    • High: Important tasks that should be addressed soon.
    • Scheduled: Routine tasks with standard scheduling.
• Start Date (Required):
  • Specify the date the work is scheduled to begin using the date picker.

• Due Date (Required):
  • Set the deadline for completing the work.

• Notes:
  • Add any additional information or instructions related to the work order.

3. Visit Assignment (Required)

Determine how the work order is assigned to a visit:

• New Exception Visit Today:
  • Assign the work order to a new exception visit scheduled for the current date.
• Add To Next Visit:
  • Include the work order in the facility's next scheduled visit.

Action Buttons

At the bottom of the form, users have the following options:

1. Create Work Orders:
   • Saves the new work order(s) and assigns them to the selected facilities.
   • Ensure all required fields are filled before clicking.
2. Clear Form:
   • Resets all fields to their default state.
3. Cancel:
   • Closes the form without saving any changes.

Important Notes

• Facilities without a defined zone will not appear in the selection list.
• Use the filters at the top of the form to quickly find the relevant facilities.
• Ensure the Work Order Type, Priority, Start Date, and Due Date are specified for each work order.

Global Filter (Top-Left):

Located at the top-left corner, the Global Filter allows users to refine the displayed work orders based on three fields:

• Area: Filter work orders by the specific area they are associated with.
• Run: Narrow results to specific operational runs.
• Zone: Focus on a particular zone for targeted management.

This filter affects all tabs and pages under Work Management, ensuring consistency across views.

Using the Global Filter

The Global Filter is a powerful tool for refining the scope of work orders across the entire page:

1. Select Area: Choose a specific area from the dropdown menu.
2. Select Run: Narrow results further by specifying a particular operational run.
3. Select Zone: Focus on tasks within a specific zone.

The table automatically updates to reflect the selected criteria

Tips for Efficient Use

• Use the Global Filter for quick and broad refinements, and combine it with Filters for more granular searches.
• Regularly click Refresh to ensure you’re viewing the most up-to-date work orders.
• Use the Details Icon to gain deeper insights into specific work orders without leaving the page.

Details Column

The Details Column provides access to a more comprehensive view and editing options for each work order. Unlike the quick edit functionality, this feature allows users to review and update all relevant fields in a dedicated form.

How to Access

1. Locate the Details Column in the Work Orders table.
2. In the column, look for the ! in a circle icon for each row. This represents the Details option for the corresponding work order.
3. Click the ! Icon to open the Edit Work Order form.
4. The form provides a detailed view of all editable fields for the selected work order.

Edit Work Order Form Fields

The Edit Work Order form provides access to the following fields:

1. Facility (Read-Only):

   • Displays the name of the facility associated with the work order.

2. Zone (Read-Only):

   • Displays the operational or geographic zone.

3. Work Order Type:

   • Select the type of work from a dropdown menu (e.g., Routine Maintenance, Emergency Repair).

4. Work Order Status (Required):

   • Update the current status of the work order (e.g., Requested, In Progress, Completed).

5. Priority (Required):

   • Assign a priority level, such as Scheduled, High, or Low.

6. Start Date:

   • Set or adjust the date the work is scheduled to begin.

7. Due Date:

   • Specify the deadline for completing the work.

8. Completed Timestamp:

   • Record the exact time and date when the work was completed.

9. Completed By:

   • Add the name of the person or team who completed the work.

10. Notes:

    • Add detailed notes or descriptions related to the work order.

11. Comments:

    • Include additional comments or feedback relevant to the work order.

Action Buttons

At the bottom of the form, users can perform the following actions:

1. Save Changes:

   • Apply and save all updates made to the work order.
   • Ensure all required fields are completed before saving.

2. Reset Changes:

   • Clear all modifications and revert to the original values.

3. Cancel:

   • Exit the form without saving any changes.

Use Cases

• Click the ! in a circle icon to access detailed information and edit work order fields comprehensively.
• Update work order details, including critical fields such as status, priority, and timelines.
• Add notes or comments for better collaboration and record-keeping.
• Use the Completed Timestamp and Completed By fields to maintain accurate records of completed work.