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Content

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Learning Objectives

After reading this article, you’ll be able to:

  • Know what corrective work orders are

  • Create a new work order.

Corrective

Work

work orders

Corrective work orders can be are created within a request and are used to plan, execute, and monitor the work
that comes from the request for contractors (internal employees or external suppliers).

There are several reasons to use corrective work orders within requests:

  • If multiple contractors are needed to handle one request

  • If costs have to be registered per work order (adding work order items with planned and actual costs)

  • If the work orders need to be planned for execution (start- and end date)

Expand
titleCreate a Work Orderwork order (from a request)

Create a

Work Order

work order (from a request)

Users who are currently responsible for a request can create a work order within that request. By default, the creator of the work order will become the person internally accountable for the work order. This person can be changed by the creator if necessary. This person is responsible for almost all tasks within the process. The “corrective workorder manager” and the other members of the service desk group responsible for the request can also execute the workflow tasks.

To create a Work Order.

  1. Open the request

  2. Press the button Work Order.

Fill in the details of the work order.

  • Press the “Submit” button” to let the internal responsible handle the work order further.

  • To send it directly to a contractor, select the contractor and choose the option " Yes " in the “Send work order via Mail” field the option “Yes.” Use the “Forward Work Order” button to send it to the contractor.

Executing a mandate approval within the corrective work order process is possible. Based on the settings, a user or several users must approve the work order before the contractor can start. The work order can be approved or rejected with a mandatory reason.

When all work orders within a request have been handled, the request will go to the status ‘Handle.’ The request can then be dealt with, or additional work orders can be created.

Info

A tendering process can be initiated if it is not yet sure which supplier will execute the work. Based on the setting, the tendering process will be performed outside Workplace Management or via the tendering process in Workplace Management. When initiating a tendering process from a corrective work order, the work order items will automatically be created as quotation items within the tendering process. After accepting the best quotation, the work order items will be updated (price, etc.)

Expand
titleAutomatically create a Work Order

Automatically create a Work Order

It is also possible to automatically create (and assign) a corrective work order from a submitted request. To be able to do this you need to set “Auto create work order” on “Yes”, when creating a problem type.

Summary

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  • Corrective work orders can be created within a request and are used to plan, execute, and monitor the work.

  • Use the “Work Order” button in a request to create a work order.

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