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  • Navigation
  • Assign Work Orders to Technicians
  • Preventive Maintenance Work Orders


Login to Maximo: Service Requests - BFAS – Syracuse University

Click on the .. at the bottom of the page (If your ID is a Test User ID - you will need to use the . at the bottom of the page)


Navigation

Supervisor Start Center Contains 6 portlets:

  1. Favorite Applications
  2. Work Orders Scheduled to My Shop (not yet assigned)
  3. Preventive Maintenance Work Orders
  4. Work Orders Awaiting Supervisor Review (QA/QC)
  5. Work Orders Assigned to Shop in "WMATL" Status
  6. Technician Work Load - Assigned Labor Search


Favorite Applications

  • Syracuse Work Orders
  • Labor Reporting
  • Create Service Request

Image of the Favorite Applications Portlet


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.

Image of Work Orders Scheduled to My Shop Portlet


Definitions

  • Scheduled = Shop assigned; no technician assigned
  • Dispatched - Shop and technician assigned.

How to Filter each column:  Type in the row where there is an underline and hit <enter>

Why do I see a different shop in the Shop Assignment column?

How to I assign to a technician?

  • Click on the work order 
  • Go to the Assignments Tab

Image of Work Order Assignments Tab

  • Enter the netid of the technician to be assigned or use the magnifying glass to find the appropriate technician.  **NO NEED TO FILL IN THE CRAFT**

Image of Assignments Tab Add Technician

Image of List of Values for Technician

  • Save   ***DO NOT CLICK ON THE COMPLETE ASSIGNMENT BUTTON***

Image of Save Work Order Changes


Does the technician get notified they have an assignment?  Yes, on their iPad.

What is the QA/QC assignment?  This will be part of the supervisor process once the technician has completed their assignment.  The supervisor will be responsible to review the log created by the technician and review the hours worked for reasonableness.

How to I complete the QA/QC assignment?  We'll try this when we review the portlet Work Orders Awaiting Supervisor Review (QA/QC)

  • Click on the words Supervisor QA Review
  • NOW - click on a Complete Assignment button


What if I want to assign 2 employees to this job?  How do I add another assignment?





Preventive Maintenance Work Orders

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