Work Management
How do I create a work order for a route from a preventive maintenance event?
It is possible to create a work order automatically or at user request from a preventive maintenance event: Automatic creation For the Work Order to be generated automatically on the preventive maintenance sheet: The state in which the work order is ...
How to access the work orders list from a register?
To access the work orders list from a specific work order, simply click on the magnifying glass located in the title of the record. By clicking on the magnifying glass, you will see the list of work orders filtered as follows: Administrator: has ...
How do Work Order assignments work?
Assignments allow you to identify who can carry out the Work Order. There are two types of assignments: Automatic: defined in the type of Work Order, by going to Settings | Work | Work Order Types; Manual: made directly in the Work Order, via the ...
How to consult the Request Management list?
The Administrator and the Work Manager have access to a list of requests. To access the list, select the menu option Work | Request Management. List criteria: Availability for the Administrator and Work Manager; The list is sorted in descending order ...
How to print a Work Order task verification report?
To print a work order task verification report, you need to follow these steps: Go to Work | Work Orders; Select a work order record; In the bottom left-hand corner, click on the three dots to access the Print Verification Report option. This report ...
How to obtain a datasource from a simple report with the verification work done in the work order?
This method allows you to obtain a datasource from a simple report with the verification work carried out on a work order, including tasks, verifications and attached images. The method to use is as follows: GET ...
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; ...