Update Open Work Order
Update Open Work Order
Let's look at how you update an Open Work order on the mobile app.
1. In the Open Work Orders list, click on the work order card/ work order that you would like to update.
2. The work order will open up. At the bottom of the window under Job Details you will see a list of operations associated to the work order. Click on the Operation you would like to capture feedback/ labor/ updates on:
3. When you open an Operation, you will note additional tabs at the top of the window. Let's cover these quickly:
3.1 Labor Tab: In this tab, all labor that's been captured against this operation for this work order will be listed. You can captured additional labor against the work order operation by clicking on the +Add button at the bottom of the window.
3.2 Parts Tab: All parts issued against the work order operation will be listed here.
Note: Parts are issued and managed out of SAP
3.3 Meters Tab: This tab lists all meter readings captured agains the work order for the associated asset/ equipment. This is also where you will go to add meter readings/ measuring docs to the work order and associated asset/ equipment.
3.4 Failure Tab: If the asset has failed, this is where you will capture the failure details.
Note: This is not related to the "Fleet Tracker" functionality where additional failure details may be captured. The Fleet Tracker tab is covered in another article.
3.5 Files Tab: This tab is where all the attachments associated to the work order operation is shown/ added. You will go to this tab if you want to add an attachment (image, pdf, excel) to the work order operation.
Add Labor
Also see: Add/ Capture Labor for more details
4. When you open the work order operation (See 2. of this article), the default tab you will land on is the labor tab. To add labor, click on the +Add button bottom right corner of the screen:
If you already have labor against the work order operation i.e. your name is displayed on the labor list and you just want to add labor again, simply click on your name.
5. The Add labor window will come up. To capture labor, let's look at the 5 steps:
Step 1: Click on the Employee look-up field. A list of employees will come up. You can search for yourself or the employee you are capturing labor for by typing in the employee name/ code in the search bar at the top of the employee list. When you find the employee you want to add labor for, simply click on the employee record. This will pull the employee into the Add labor window.
Step 2: Scroll up or down to select the date that you are adding labor for.
Step 3: In this field specify the number of labor hours you are adding.
Step 4: Capture any additional notes/ comments against this labor entry here.
Note: It is not mandatory to capture notes/ comments against your labor entry.
Step 5: Once you have everything captured, click on the Add button top right corner of the window that will navigate you back to the labor tab.
Clicking Add will navigate you back to the labor tab. You now need to commit the labor you added. Hit the SUBMIT button at the bottom of the labor tab window to submit and save your labor entry.
Capture Failure
6. If the Asset has failed and you want to record the failure info, navigate to the Failure tab of the work order operation.
7.1 In the Failure tab, you will need to specify the Sub-component that failed by selecting it from the drop-down. Then The associated Failure Cause by selecting it from the drop-down and lastly the Repair Type by selecting the appropriate type from the drop-down.
7.2 If the Asset is out of service due to this failure, you will need to record the date that the asset went out of service. To do this, click on the Switch/ Slider next to the "Asset out of service" option. Capture the asset's out of service date by scrolling up or down on the date picker until you find the correct date, then click on the done button.
7.3 With your failure types and out of service date captured, you need to commit the feedback to save it against the work order. To do this click on the Submit button at the bottom of the failure tab screen.
A notice will come up confirming that the failure data has been save/ recorded against the work order:
Add Attachment
8. To add an attachment to the work order operation, navigate to the Files tab.
9. In the files tab, to add an attachment to the work order operation click on the +Add button bottom right of the window. This will open up an add new attachment window.
10. In the add new attachment window you have 3 ways of adding attachments to the work order:
10.1 Camera option: Clicking here will open your device's camera and allow you to take a photo if you wanted to attach an image to the work order.
10.2 Photos option: Clicking this will open up your device's image gallery and allow you to pick an image from your device gallery to add to the work order.
10.3 Files option: Clicking here will open up files stored on your device and will allow you to add pdf/ excel documents as attachments to the work order.
10.4 Description field: Once you have added an attachment, you will need to provide a description/ name for the attachment you have added.
11. When you're done, hit the Add button top right corner of window to save the attachment to the work order
Submit Work Order for Review
12. With all your updates done, navigate back to the main page/ window of the work order.
13. When you are ready to commit all updates/ feedback on the work order, click the Submit for Review button at the bottom of the work order window/ page
14. A notification will pop up asking you to confirm that you are submitting the work order for review. If you are sure, hit OK on the pop up to confirm the submission.
Doing this will remove the work order from the Open Work Orders list and you will not be able to edit/ add anything to the work order unless it's placed back into the Open work order list by a supervisor/ service writer.
15. If successfully committed, a confirmation notification pop up will show confirming that the work order has been submitted. The work order will no longer be available in the Open work orders list. Hit the OK button on the notification to continue back to the Open work orders list.
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