Managing Work Orders

The core of the system: where you & your team manage day-to-day activities

On this page, you manage your daily activities. With a single overview of all work orders, you can filter on the ones that are assigned to you and inspect the type, asset, due date and action. When executing, you open the pop-up menu you have all the information you need to get to work.

Filters

In this overview it is possible to use filters to customize your view. The available filters are

• Time Period, within the work order overview it is possible to create an overview per day, week, month or year.

• Status, as work orders have different statusses (see ..) it is possible to filter on work orders with a specific status.

• Priority, work orders have four possible priorities (ranging from low to urgent).

• Work type, each work order can be marked as a certain type, Ynteq comes with a list of default types, but these can also be changed within the settings menu.

• Owner, (verschil tussen owner and assigned to)

In the overview the visible list can be ordered on every work order property. For status, priority and type it is possible to change it directly from the overview. To change other elements one needs to open & edit the work order. Please note that overdue work-orders will always remain visible, also if the due date is long in the past. These work orders can be removed by changing the status to cancelled or completed. Finally, work orders in bold are new (not-opened yet).

Creating work orders

With the top right button it is possible to create a work order. The work order form pops up and asks the following information.

Every work order should be given a title, a due date (default is today), work type and priority. From the asset structure one can chose the right asset for the work order. Furthermore it is possible to give the work order an description and subtasks to provide more information for the person working on the task.

Executing work orders

To execute a work-order, one simply click on the work-order in the overview to access the following menu.

Here all the information and optional files are visible. One can start/pause/complete a work-order with this simple interface. This allows for time-tracking of how much work is needed at the asset. Tip: Sometimes time-tracking is incorrect (for instance, when you forget to turn it off during a break). You can always edit the time when a work order is completed.

It is also possible to provide feedback here after completing the work order. Just mention what you did. Also, to build a more systematic history, you can use the tags functionality.

Furthermore it is possible to edit the work-order by hitting the editing button in the top right corner.