The Work Orders pane shows pending work orders for your administrative unit. Once a work order is activated, it will no longer be displayed in this window. The information shown for a work order identifies what, when, and where an activity is to be performed, and for what asset. It also shows the funding source for the work order. The Plan Amount column, which shows the dollar amount allocated to this work order, is required.
The Assigned Employee field is important because a notification will be sent to the assigned employee under certain conditions (for example, when the work order connected to a service request is not closed out by the designated completion date).
When you right-click a pending work order, the system displays a shortcut menu. This shortcut menu contains the the common commands and the following special commands:
- Activate WO: This command issues the selected work order. After saving and refreshing the Service Requests window, the work order will be removed from this window. It will then be available in the Work Orders and Daily Log windows.
- Edit Dates: Immediately after activating a work order, this command is available and it allows you to change when the work order will be performed. (This command is not available for pending work orders.)
