Work Management
How do I create Work Orders for Routes?
Through work orders, it is possible to log maintenance work to be carried out on Route assets. The routes can be: Static: the administrator selects the associated assets with or without a filter by function/family/brand/model; Dynamic: the ...
How do I check the Batch Processing Status?
The list Batch Processing Status has been designed to display more details on batch operations and so give a precise and accurate analysis of all batch processing. You can access this option by searching for Batch Processing Status in the search bar ...
¿Cómo consultar la lista de Consumos?
El gestor de mantenimiento puede consultar todos los registros de Consumos asociados a una orden de trabajo. Puede acceder a esta lista en Trabajo | Explorar Costes | Consumos o busque Consumos en la búsqueda disponible en el header. La lista de ...
How to view the traceability of a work order?
A work order can be originated from: I.Another work order; II.An order; III.A preventive maintenance event. To consult the traceability of a work order, select the option "Work | Work Orders". The list of work orders will be displayed; Select the ...
What can we find on the work manager dashboard?
The work manager can keep up to date on the data he manages, that is, the information can be filtered by workshop manager. The initial dashboard presents the updated data and indicators. In this page, we present two dashboard categories: the ...
What can we find on the work manager dashboard?
The work manager can keep up to date on the data he manages, that is, the information can be filtered by workshop manager. The initial dashboard presents the updated data and indicators. In this page, we present two dashboard categories: the global ...
How to create requisitions on a work order?
When a work order is in a state that allows to create requisitions. To create requisitions on the WO, you must access the work order file it belongs to in "Work | Work Orders" and select the desired WO. On the work order file, on the link ...
How to create a related work order?
Frequently, a maintenance technician is performing a work order and detects another problem, so he needs to solve it and log the work done. To log the work done, there are 3 options: Creating a new work order Adding additional tasks to the work order ...
How do I manage batch work orders?
Work Order (WO) management was designed to increase the maintenance manager productivity. Thus, with this feature, the manager is now able to: change the state of several WOs simultaneously; print several WOs simultaneously; To manage WOs in batch, ...
How to assign messages to a work order?
The maintenance manager and the technician can insert additional tracking messages on the work order context. To add a new message, please follow these steps: Edit the work order; Open the "Follow-up" tab; Add a new message and insert the content; ...
How to assign technicians to the work order?
When a work order is in a state that allows it, you can assign technicians. To assign technicians on the WO, you must access the work order file you wish to assign in "Work | Work Orders" and select the desired WO. On the work order file, on the link ...
What is the Valuekeep Planner?
With Valuekeep Planner, the maintenance manager and the administrator can now plan their technicians' work using several calendar views. With the administrator role, it is now possible to view all work orders, preventive events and assign a work ...
How to add maintenance plans to the work order?
To add a maintenance plan to a work order, you must access the work order file and open the tab "Maintenance Plans": The list of additional maintenance plans associated to the work order is presented On the list, press the button "+" to add one or ...
How to change the state transition dates of a work order?
The state transition dates can be changed, for that select the option Work | Work Orders The work orders list is presented Select the work order that wish to change the state On the "Operations" link, select the option "Change State Transitions" ...
How to create a work order?
The Work Order (WO) is the entity that represents the maintenance job to be performed and which asset, location or route it refers to. To create a new Work Order, select the option "Work | Work Orders"; The list of work orders will be displayed; ...