Overview

A Work Order is a named grouping of work records having associated Open Date, Closed Date, Cost, and Time attributes. They can be created from the Work Records data grid, or when creating or editing work records. Work Orders can be used to facilitate searches, organize work, and track the time/cost associated with related work once the work order is marked as closed (completed).

A “Work Order Tracking” system report is available within Report Builder where you can easily view information relating to each Work Order:

For information on individual records of work, see Work Overview.

Create a Work Order

Creating a Work Order from a Work Record

When you are creating a new work record or editing an existing one, there will be an option to assign it to a Work Order. Next to this box there is an Add New button that will allow you to create a new Work Order.

Give the Work Order a name, enter the date that it was opened (defaults to today’s date), and click “Add”. The Work Order will then be available to choose when adding or editing work records moving forward.

Creating a Work Order from the Grid

After selecting work records, open the data grid and queue (checkmark) any number of work records that you would like to add to a work order. In the data grid functions on the left side, click Add to Work Order. In the window that appears, you will want to select the Create New Work Order radio button and enter an appropriate name and the open date before hitting submit. This will add all of the queued work records to the newly created work order an make it available to choose going forward.

Edit/Delete a Work Order

Editing a Work Order

Editing a work order can only be accomplished via the Data Grid. You’ll want to start by searching or using the Map Selection tools to populate the grid with records associated to the Work Order you want to edit.

Next, open the data grid and navigate to the Work Order grid tab. On the left side of the grid is a Work Order Edit icon. Select this icon.

This will open a new window allowing you to change the name, the date, complete (close) the work order, or delete it entirely. When you are done making changes, click Submit.

Completing (Closing) a Work Order

When choosing to “Mark Work Order Completed” in the Work Order Edit form (see above), you’ll have several options available.

Completed Date: assign a closing date to the work order
Contract Type (determines how cost will be calculated and stored with the work order)
- None: Retains all costs currently assigned to each associated work record
- Unit Cost: Assigns a specific cost to each associated work record
- Lump Sum: Assigns a specific cost to the work order
- Time: Assigns a specific amount of time to the work order
  - Cost would be calculated by the hourly rate associated to the Crew assigned to each work record
Add Comment: assigns a comment to the work order in the same manner as assigning a comment to an individual work record

Closing a Work Order will update any associated Requested or Scheduled work records to a status of Completed using the Work Order’s Completed Date. Completed work records would retain their previous Completed Dates.

Deleting a Work Order

Deleting a work order can only be accomplished via the Work Order Edit form (see above).

Deleting a Work Order will not delete or affect its associated work records in any way.

DRG Support

Work Orders