This article defines each field and tab found in on the Work Order home screen.
This article applies to + Basic, + Professional, and + Enterprise.
Useful information and Links:
Useful Links to Related Articles:
To learn how to Create a Work Order, click here.
To learn how to Add a Service Item to a Work Order, click here.
To learn how to Manually Add Labor to a Work Order, click here.
To learn how to Re-Open a Work Order, click here.
To learn how to Change the Work Order Default Status, click here.
To learn how to Add a Hyperlink to a Work Order, click here.
To learn how to Copy a Work Order, click here.
To learn how to Customize the Current Status Lookup in the Work Order Process, click here.
To learn how to Add an Attachment to a Work Order, click here.
Fields *indicates a required field.
*Entity: An entity is a location, division, department, or any other organization unit that you need to describe your company.
WO #: ManagerPlus will automatically assign a Work Order number in this field when created.
*Work Type: Describe your company. Click on the field or the icon to select a work type from the Work Type List Lookup.
Failure Code: A Failure Code is the description used to define why the Work Order has been created. Click on the field or the icon to select a failure code from the Failure Code List Lookup.
*Purpose: Brief description of what the Work Order will accomplish.
*Asset ID: Asset that is the subject of the Work Order. Click on the field or the icon to select an asset from the Asset ID List Lookup.
*Budget: The budget that this Work Order will be assigned to. This field is automatically populated with the budget assigned to the asset. Click on the field or the icon to change the assigned budget from the Budget List Lookup. Click here to learn more about budgets.
*Priority: You can choose the state of the priority, including: Emergency, High, Low, and Backlog. Click on the field or the icon to select a priority from the Priority List Lookup.
Current Status: Status of the Work Order. When a Work Order is generated automatically or created manually, the status is automatically set to the default New. You can change the status of the Work Order as it is completed. Current Status should be Complete when the Work Order is completed.
Created: When a new Work Order is created, the system populates this field automatically with the current date and time.
Due: The due date for the Work Order to be complete.
Scheduled: The schedule ID that the Work Order is created from. This field is automatically populated and only available when the Work Order is created from a schedule.
Est. Completion: This field is designed for you to determine what the estimated completion date will be.
Completed: This field is designed for you to put in the actual date the Work Order was completed.
Assigned: The employee or vendor assigned to this Work Order. Click on the field or the icon to select an employee or vendor from the Assigned List Lookup.
Customer: Customer assigned to this Work Order. Customers assigned to an asset will automatically be assigned to the Work Order. Click on the field or the icon to select a customer from the Customer List Lookup.
The following descriptions are for the tabs to the right of the Standard Work Order fields.
Costs: Use this tab to track the cost associated with this Work Order, such as Parts and Labor.
Logs: Use this tab to track current meters and other logs associated with the asset on a Work Order, such as miles, hours, and fuel.
Asset Details: This tab allows you to view information that may have changed about the asset associated with a Work Order.
Contacts: This tab will allow you to maintain a list of contacts, such as users, employees, vendors, and customers associated with a Work Order. Contacts associated with Work Orders can clock in and clock out to track their labor.
Custom Fields: Use this tab to view information in custom fields associated with the Work Order. Work Order custom fields are assigned to specific work types.
The following descriptions are for the tabs at the bottom of the Standard Work Order Fields.
Service Items: The Service Items tab lets you add specific work tasks to a Work Order.
Notes: This tab allows you to leave specific notes for the specific Work Order.
Parts: This tab allows you to manage inventory for the parts you need to complete a Work Order. Parts attached to a schedule are also associated to any Work Order created from that schedule. You can also install or uninstall serialized parts, or components, as part of the work specified by a Work Order. Components can be uninstalled or replaced with or without warranties. Click here for more articles about Parts. Click here for more articles about Inventory.
Labor: The Labor tab lets you add specific labor costs associated with this Work Order. Click here for articles about Labor.
Other Costs: This tab allows you to add costs that are not automatically assigned by the specified Work Order grouping.
History: This tab will allow you to view the past Work Order history of the asset, schedule, and customer associated with the Work Order. You can also view the status history of the current Work Order.