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Work Orders

Work Orders


WO : My Work Orders


To view open work orders, in the Main Menu, click Work Orders (Fig. 1A). This will take you to the Work Orders Menu page (Fig. 1B). Next, click My Work Orders to view the My Open Work Orders list view.

    
Fig. 1A                                                      Fig. 1B

The My Work Orders page contains a list view of all open work orders (Fig. 1C). The columns include WO No, Asset ID, and Brief Description. The WO No is a link that you can click to view the details of that particular work order. The two buttons are Refresh List, which refreshes your page with updated work orders, and Menu, which returns you back to the Work Orders menu page. 

Not all open work orders will be available in the list view. In order for open work orders to be viewed in the mobile browser, there are a few steps that you must do. First, create a new contact and in the ContactID field, name the ContactID to be the same as your Login Account Name and you can fill the rest in. Second, when creating a work order, in the assign to field, select that ContactID. Third, the work order must be open. Lastly, log into the MX mobile site and click Work Orders, My Work Orders and the list view should be available.

Clicking on a work order in the list view will open up a WO details page with the WO/Asset information and four buttons (Fig. 1D). The operation of the buttons (Find, Close, Charges and Menu) of the WO details view will be discussed in greater detail in the Update Work Orders section.

   
Fig. 1C                                                                      Fig. 1D


WO : New Work Order

To create a new work order, in the Main Menu, click Word Orders (Fig. 1A). This will take you to the Work Orders Menu page. Next, click New Work Order (Fig. 1B) to get to the Search/Find Asset page (Fig. 1E). In order to create a new work order, you need to find an asset and then can go from there.

   
Fig. 1E                                                                      Fig. 1F

After you have entered your search criteria and clicked Find, a list of the results will appear. From here, three buttons (Go To, Create WO, and Menu) will appear (Fig. 1F). When creating a WO, you can either select an asset then click Create WO or you can not select an asset and click Create WO. By selecting an asset then clicking Create WO, you will have that asset's information filled in on the Work Order form's page (Fig. 1G). If you just click Create WO without a selection, you will only have WO Date filled in with today's date.

The only fields that users can input are the Brief Description and Work Description fields. There are three buttons in the create WO page (Fig. 1G). The Restart button will take you back to the Search/Find Asset page. The WO Menu button will take you back to the Main Menu. The Save button will save your information and a new work order will be created. After it is saved, you will be taken to the created WO confirmation page (Fig. 1H).

   
Fig. 1G                                                                     Fig. 1H

From here, you have three options (Fig. 1H). The New button will take you back to the Search/Find Asset page. The WO # button will bring up the WO details page (Fig. 1I). The operation of the buttons (Find, Close, Charges and Menu) of the WO details view will be discussed in greater detail in the Update Work Orders section. The Menu button will take you back to the Main Menu.

   
Fig. 1I


WO : Update Work Orders

To update or edit a work order, in the Main Menu, click Word Orders (Fig. 1A). This will take you to the Work Orders Menu page (Fig. 1B). Next, click Update Work Orders to get to the Input Work Order # page (Fig. 1J).

   
Fig. 1J                                                                     Fig. 1K

When you have entered your Work Order number, click Go! If the WO exists, you will be forwarded to the WO details page. The information on this page will display the WO and Asset data. The four buttons on this page includes: Find, Close/Reopen, Charges and Menu (Fig. 1K). The Find button will take you back to the Input Work Order # page. The Menu button takes you back to the Work Orders menu page. The Close/Reopen button will appear as Close if the WO is open and Reopen if the WO is closed/history.

    
Fig. 1L                                                                  Fig. 1M

When closing an open WO, you click the Close button and it will take you to a Work Order Close Out page (Fig. 1L). This page contains the WO number, Completed Date, Close Work Order link and Return to Work Order link. You can pick a date or type in a date for the Completed Date field. Clicking the Close Work Order link will process and close out the WO and then redirect you to the Work Orders Menu page.

When you click the Charges button, it will take you to a page with four buttons: WO #, +Parts, +Labor and +Misc (Fig. 1M). If there are charges to the work order, then they will be displayed. Otherwise, 'No charges on file' will be displayed. The WO # takes you back to the WO details page.

   
Fig. 1N                                                                 Fig. 1O

The +Parts button directs you to a Parts Charges WO form (Fig. 1N). There is a textbox with a Find link that takes you to the Find Parts by ID/Description page (Fig. 1O). From there, you search and click the Find button and a results list will appear along with three buttons: Charge to WO #, Go To and Menu (1P). The Menu button takes you to the Parts Menu. The Go To button takes you to the Parts details page where you can Issue the Parts to any work order. The Charge to WO # button will take your selected part and charge it to your current WO. Now you're back to the Parts Charges to WO form but with the Item No filled in (Fig. 1Q).

   
Fig. 1P                                                                      Fig. 1Q

Finish entering in all of your information and click Process to enter the confirmation page (Fig. 1R). Click the Post button to finalize your Parts Charge procedure. Once it's completed and the transaction is saved, you are taken to another page to continue to add Parts, Labor, or Miscellaneous charges (Fig. 1S).

    
Fig. 1R                                                                       Fig. 1S