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The Corrective work orders module is designed to facilitate the in Workplace Management helps service teams or service departments to create one or more work orders from requests reported by users and assign these work orders to create and manage work orders based on user requests. These work orders can be assigned to either internal or external contractors in order to resolve fix the issues.
For exampleinstance, if a toilet is broken and there are water leakagesleaking, the internal facility service team group might not be able to resolve the issue. From the (internal) requestfix it. In this case, a corrective work order can be created for an external contractor/supplier (e.g. , like a plumber) , to fix handle the leakage repair or install a new toilet. Associated costs can be registered by the contractor The contractor can register the costs, and the work orders can be reviewed internally evaluatedafterwards.
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A corrective work order is always created from a request. |
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More information about service groups can be found via Requests module.
1.2 Problem types
Problem types determined The problem type selected in the request, can also influence the behavior of the corrective work order. Per problem type it is possible to determine, if a corrective work order is automatically created, assigned and send to the relevant contractor based on the preferred supplier role.
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Because there is no manual action or interference in this case, a remark can be pre defined and a default cost item (catalog item) can be determine determined and will also be automatically added to the work order. A default cost item can be relevant if price agreements are negotiated for specific work and the default (planned) price can automatically be included.
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Unlike in requests, it is possible to register cost items in corrective work orders. Cost items or work order items can be generic or based on catalog items (needs to be enabled via ‘Modules settings' → ‘Corrective work orders’ → ‘Use catalog items in corrective work orders’). Adding cost items based on inventory items is also possible, but in this case, the 'Inventory management’ module needs to be enabled. More information about inventory management see: <LINK> Inventory management module .
Before the work order is assigned to a contractor, the work order items can be added to register what the estimated costs are for handling the work order. If the user creates a generic work order item, the description, planned quantity, planned price and the VAT rate can be entered manually. If the user adds a work order item based on a catalog item, the catalogitems name, supplier reference and purchase price is automatically taken over to the work order item. Catalog items used in work orders can be tools or equipment which need to be purchased, for example Rubber gloves, Nails, etc.
The work order items planned quantity and planned price is used to determine the estimated costs. Once the work order is in progress by the contractor, the actual used quantity and price might differ and can be registered. The actual quantity and actual price eventually determine the actual costs of the work order. Insights on the planned and actual work order costs might affect the planned cost estimations or the contractors used in the future, if the planned costs are for example much lower then the actual costs.
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Both mandate approval options mentioned above, can be configured on problem type level.
Example:
Problem type 1
Mandate approval group: Mandate approvers (members are User 1 and User 2)
Mandate approval from amount: 1000
Problem type 2
No mandate approval
Problem type 3
Mandate approval: by manager
User 1 → Manager: User 2 and Mandate amount: 500
User 2 → Manager: User 3 and Mandate amount: 10.000
User 3 → Manager: No manager and Mandate amount: 1.000.000
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A corrective work order from a request with Problem type 1 with the total amount of 250, no approval is needed
A corrective work order from a request with Problem type 1 with the total amount of 2500, needs to be approved by either User 1 or User 2 (every user in the mandate approval system group will get the task to approve)
A corrective work order from a request with Problem type 2 with the total amount of 250, no approval needed
A corrective work order from a request with Problem type 2 with the total amount of 20.000, no approval needed
A corrective work order from a request with Problem type 3 with the total amount of 250, needs to be approved by User 1
A corrective work order from a request with Problem type 3 with the total amount of 5.000, needs to be approved first by User 1 and then by User 2
A corrective work order from a request with Problem type 3 with the total amount of 20.000, needs to be approved first by User 1, then by User 2 and then by User 3
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