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Use corrective work orders in general, or determine whether to use corrective work orders per problem type. If it only applies to creating corrective work orders for particular problem types, this can be determined at the problem type level. The other option is to be able to create work orders for all problem types.
Approve the handled corrective work order: The internal responsible needs to review the executed work and can approve or reject the work order. This is a general setting applicable to all work order processes.
Financial processing step in the workflow: If this option is enabled, the workflow task to financially handle the work order becomes applicable for the internal responsible after the work order is handled and the work is approved. This is a general setting applicable to all work order processes.
Automatically close the request once the last open work order is handled. Once all work orders related to a request have been handled, the request can be automatically closed without the internal responsible having to close the request manually.
Use catalog items in corrective work orders. By default only generic cost items can be used, where the name and price are , quantity, price, VAT percentage, etc. can be manually registered. It is also possible to enable pre defined cost items via catalog items. Relevant information (like the name and purchase price) from the catalog item is automatically transferred to the work order as a cost item. For example, if specific work has a fixed price, then these work activities can be pre defined via a catalog item and can be added to a work order without the need to add a generic cost item and having to add the name, price, etc. manually for every similar work order.
Use preferred suppliers in corrective work orders. The corrective work order can be automatically created and assigned to the preferred supplier with the corresponding role via the problem type linked to the request. If there are multiple preferred suppliers, these are shown within the corrective work order for the user to select the applicable contractor.
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For the user manual with a more step-by-step explanation of the process itself, see: Corrective work order module for (end)users
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