Maintaining Work Orders

The Work Order portal is used to view and maintain work orders.

Refer to About Work Orders for more information.

You can access this portal from Menu, select Work Management, then select Work Order. You are brought to a query portal with options for searching for specific record. Once the work order has been selected, you are brought to the maintenance portal where you can view and maintain the selected record.

The following zones may appear as part of the portals Main tab page:

  • Work Order: This zone provides information about the selected work order record, such as work details and accounting information.
  • Activity Info: This zone lists the activities associated with the work order.
  • Follow Up Work Order and Work Request: This zone lists all follow up work orders and work requests associated with the work order record.
  • Activity Dependency: This zone lists the activity dependencies for the current work order record.
  • Notes: This zone lists any notes that have been added for the work order record.
  • Attachments: This zone enables users to manage all types of attachments for the record.
  • Scheduled Activities: This zone displays a list of the scheduled activities associated with the work order record.
  • Contact Relationship: This zone displays contact information associated with the work order record.
  • Communication Log: This zone displays any communications associated with the work order record.

The following zones may appear as part of the portals Cost tab page:

  • Work Order Cost Summary: This zone displays a summary of costs associated with the work order record.
  • Work Order Cost Detail: This zone displays upon broadcast from the Work Order Cost Summary and displays a hyperlink to the work activity.

The following zones may appear as part of the portals Activity Resource Tree tab page:

  • Activity Resource Requirement Tree: This zone displays a tree view of required resources for the work order.

The following zones may appear as part of the portals Log tab page:

  • Work Order Log: This zone displays log details for the work order.
  • Approval Request History: This zone lists approval history for the work order.