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  • Assign Work Orders to Technicians
  • Preventive Maintenance Work Orders

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2-Work Orders Scheduled to My Shop (not yet assigned):  All corrective maintenance work orders that are assigned to "my" shop.  These work orders can be assigned to technicians by the supervisor.

3-Preventive Maintenance Work Orders: All preventive maintenance work orders that are assigned to "my" shop.  These work orders may already be assigned to a technician or can be assigned if they are in a scheduled status.

4-Work Orders Awaiting Supervisor Review (QA/QC) - Training Day 4: All work orders where the assigned technician in "my" shop has completed their assignment.  Once all technician assignments and all supervisor QA/QC assignments are complete, the person who requested the service will get an email that the service is done.  BE CAREFUL to ensure the job is done before completing the QA/QC assignment, this will complete the work order triggering the email to the requester.

5-Work Orders Assigned to Shop in "WMATL" Status - Training Day 2: All work orders where either the technician or supervisor has changed the status to Waiting on Material (WMATL).  These work orders cannot be completed because you are waiting on some item to arrive to complete the work.

6-Technician Work Load - Assigned Labor Search - Training Day 4: This portlet is used to determine how many work orders are assigned to each technician in your shop.  It should be used to ensure the work is distributed appropriately.


Assign Work Orders to Technicians

Image of Work Orders Scheduled to My Shop Portlet


Definitions

  • Scheduled = Shop assigned; no technician assigned
  • Dispatched - Shop and technician assigned.  The technician may be assigned by Dispatch or the Supervisor. 

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  • Collapse the row by clicking on the carrot caret on the left

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  • Add your shop and then the technician **NO NEED TO FILL IN THE CRAFT**

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Do the technicians have systematically complete the tasks? No.  They should be using them as a reference to complete the preventive maintenance.

Example of PM Tasks:

Image of Preventive Maintenance Tasks

Can I add more tasks?  Yes and no.  For the particular work order, yes.  If you want the task to appear forever more then you need to coordinate with Scott or the Asset Management team.