Work Orders
Work Orders can be accessed via the "Work Orders" tab in the Client window, or alternatively, selecting Work Orders from Maintenance menu -> Clients -> Work Orders opens the Work Orders window with all the outstanding work orders and their detail displayed.
The detail of work orders can be found here. To add a new work order, click the Insert button, select a Work Due By date for when this work order should be complete(The default Work Due By days can be changed in System Settings -> General Client Settings -> Work Orders Settings.) , select a To Be Billed date for when this work order should be billed(The default Billing Due days can be changed in System Settings -> General Client Settings -> Work Orders Settings). In the details section, enter a Description of the work required. To print the client Work Order Report select client Reporting tab and use corresponding button.
All Areas - display work order in all areas of the client, instead of just the current area
Search - search work orders according to the set up of the work
order's status, ownership, worker receive the order, priority, category, docket number, reference
number and dispatch status.
Dispatch Time - The time that the dispatch has been sent to the assigned user. It set automatically after the dispatch button has been clicked. After that, the dispatch time can be changed manually.
Test Mode - Display a list of test modes linked to this work order.
Report - Print, preview or email the new work order. The
Dispatch Time will not be updated.
Dispatch - Send the new work order to the assigned user via
email the new work order. The Dispatch Time will be updated.
In Progress/Complete - Select if the current work order is "In Progress" or "Complete". Note: After a work order is set to "complete", the work order will be removed from the list of work orders on the left. To access it again, select "all" in the search function and click "search", this will display all work orders
Internal Notes - Notes that will only displayed to the operators and will not be sent to the assigned user.
Charges - Charges can be assigned to a work order under Selected Charges by using Add and Insert buttons. Double click on assigned charges to set Amount, Units and Description. Once complete, a work order billing run can be generated to produce a list of charges assigned to work orders. This is covered by the billing support module. One off charges that need to be applied to a client is best handled by inserting a work order, and assigning a charge to the work order. Charges can be set up by selecting Billing icon -> Billing -> Master Charges.
A default internal notes can be set up in Setup tab. The default internal notes will append to the Internal Notes field in the Work Order tab. With default internal notes set up, Patriot still allows the operator to modify the internal notes manually.
Work Orders can also be raised from the Activation Report Window when attending to an alarm, by clicking the
icon. By ticking
Alarm Description, Signal Details
and Operator Notes, those information will be added to the work
order's "Description" field.
Work Orders can be linked to Test Modes. When you complete a Work Order linked with test modes you will have a chance to remove the linked test modes.
You can create, view, modify or delete linked test modes by clicking on the Test Mode button. It will pop out a form similar with standard test mode form. The operations on this form is the same with the standard Test Modes form in Test Tab.
When you complete a Work Order with outstanding test modes linked, you will be asked to remove all the linked test modes or keep them.
