Definitions of Fields in a Work Order

Introduction:

This article defines each field and tab found in the Work Order home screen.

Instructions:

1.  Log into ManagerPlus and click on the Work Orders icon located on the left.

Useful Information and Links:

Useful Links to Related Articles:

To learn how to Manage Notes on a Work Order, click here.

To learn how to Add Labor on a Work Order, click here.

To learn how to Add Parts to a Work Order, click here.

To learn how to Create a Work Order, click here.

To learn how to Add an Attachment to a Work Order, click here.

Glossary:

Entity:  An entity is a location, division, department, or any other organization unit that you need to describe your company.

Work Order Number:  Work Order will automatically assign you a number when created.

Failure Code:  A Failure Code is the description used to define why the work order has been created.

Purpose:  Brief description of what the work order will accomplish.  

Asset:  Asset that is the subject of the work order.

Budget:  The budget that this work order will be assigned to.  This field is automatically populated with the budget assigned to the asset.

Priority:  You can choose the state of the priority, including: Minor, Normal, Major, and Critical.

Status:  Status of the work order.  When a work order is generated automatically or created manually, the status is set to the default.  The status will change after the work order is completed.

Due:  The due date field allows you to set a date and time for the work order to be complete.

Completed:  This field is designed for you to put in when the work order is completed.

Assigned:  Employee or vendor assigned to this work order.  Click on “. . .” to select an employee or vendor from the Assigned Lookup.

Customer:  Customer assigned to this work order.  Customers assigned to an asset will automatically be assigned to the work order.   Click on “. . .” to select a customer from the Customer List Lookup.

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