Work Order Example

PASS Harmonics can create action items and send work orders to resolve them, ensuring a facility's UST equipment works correctly. This article will walk you through the step-by-step process of creating a work order for approval, dispatch, and resolution. We will let you know when we are signed in as different users for this example.

Step 1.

As a Company Admin, click on “Facilities” shown below.

Step 2.

Choose the facility that you need to create a work order for.

Step 3.

Once you are in the facility profile, click Work Order in the black navigation bar. Next, choose the GREEN “+”. This will open a Work Order draft. 

Step 4.

There are different ways to add an action item to a Work Order. From the Work Order Draft itself, there are two buttons. One that says “Add an Existing Action Item” and the other says “Create & Add a New Action Item”. You can also go to the black bar, click “Action Items,” and click “+Add Action Item.” You will learn more about creating an action item in the article “Action Items”. For the Work Order to show an Estimated Cost, the Admin or Manager would need to input an estimated cost directly on the Action Item.

Step 5.

Once you have created the Work Order, you can assign it to an approver. In this example, we are choosing “Homer Simpson”. Please note that once you assign the Work Order to an approver, you are done until the company approves the Work Order. This example shows “State Side Convenience Stores”

Step 6.

These next steps will show how the Company User, Homer Simpson, approves the Work Order.

Step 7.

Homer Simpson will receive an email stating that he has a work order awaiting approval. When Homer logs into his account, he will go to Work Orders and choose the correct Order to approve in this example: Work Order # 6-23-11964.

Step 8.

A message will appear telling the Company User that he is done and that a Technician can be dispatched to resolve the work order. (We do not have a picture of this message.)

Step 9.

Back as the Company Admin of the State Side Convenience Stores. He will find the approved Work Order under the Approved Tab in the Work Order Menu.

Step 10.

The Company Admin will dispatch/schedule a tech to resolve the issue in this step.

Step 11.

Finally, the technician, Walter White, will receive an email informing him of the Work Order assigned to him, and can access the work order at this time for resolution.

Step 12.

Once the work order has been resolved, the State Side Convenience Stores will be notified of the resolution.