- Recap
- Assigning Work Orders
- iPads
- Labor Reporting
- DataInsights Friday Report - Schedule if still needed ( https://datainsights.syr.edu/)
- QA/QC Work Orders
- Create Work Orders
- Searching for Work Orders
- Technician Work Load Portlet
...
Example email sent to the requester:
To Create a Work Order with No Service Request
Definitions:
Why create a Service Request: The requester gets notified when the job is complete.
Why create a Work Order with no Service Request: An internal facilities job where there is no notification required.
- From the Favorite Applications Portlet select Syracuse Work Order
- Click on the + New Work Order
- Enter the Short Description
- Enter the Long Description, not required
- Enter the Asset, not required but desired
- Enter the Work Order Location (it will default if you entered the Asset/Equipment being serviced)
- Select the Issue
- Click on Save
- Go to the Assignments Tab
- Add an assignment
- Assign to Shop, required
- Assign to Technician, not required
- Click on Save
Technician Work Load Portlet
Use 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.
Use the filter in the Assignment column to review how many work orders are assigned to a technician. Need to determine if the workload is distributed appropriately based on the type of work required for the jobs and the quantity assigned.
Do not use the Set Chart Options since setting this to a pie chart cannot be done by Technician. This type of chart also only takes into account work order quantity and not effort required per job.