| Table of Contents | ||
|---|---|---|
|
...
When a module is activated, the relevant navigation menu options become available to users with the correct authorizations (based on the system groups). Next to that, a module-specific key user startboard tab becomes available for that particular module and is visible depending on the user's authorizations. This tab gives users insights and day-to-day work overviews relevant to the specific module.
For more general information on the navigation menu and startboard, see: Navigation menu and Startboard
For the Preventive work orders module, the following navigation menu options become available:
Navigation menu option | Available to system groups | Description |
|---|---|---|
Work orders |
| The option to search for all work orders. |
Maintenance schedules |
| The option to search and create work order schedulers and Maintenance schedules |
Planboard |
| The option to view already forwarded work orders and plan not yet forwarded work orders via drag and drop on a calendar view. |
Work orders dashboard |
| A management dashboard with overviews and graphs related to preventive work orders (Planned vs actual costs, Costs per building, etc.) |
For the Preventive work orders module, the following starboard tab becomes available:
...
This tab is available for the following system groups:
Preventive workorder manager
Management dashboards requests
This startboard tab has some buttons that are similar to the navigation menu options with the same names. Next to that, this tab has the following includes (most are only visible if they contain data):
...
Preventive work orders not yet submitted (planned until next month)
...
Preventive work orders in progress without an internal responsible (planned until next month)
...
Preventive work orders for my team, not assigned and not yet forwarded (planned until next month)
...
Preventive work orders assigned to me and not yet forwarded (planned until next month)
...
Preventive work orders assigned to me and in progress
...
Preventive work orders to be reviewed by me
...
Preventive work orders assigned to me, financial administration
...
More information about the navigation menu and startboard options applicable for Preventive maintenance work orders see: Preventive maintenance work orders - Navigation menu & Startboard
5. Additional reports
Additional reports can be available for some modules via the ‘Reports’ navigation menu option.
For the (preventive) work order module(s), there are reports available via:
...
For the user manual with a more step-by-step explanation of the process itself, see: Preventive maintenance work orders for (end) users
9. Q&A
Q: Is it also possible start a tendering process to select the applicable supplier for the preventive work order?
A: No, preventive work orders are used to register maintenance work, which needs to be executed periodically in the future. The supplier who needs to execute this preventive work is usually already known and assigned to the work order template, so that every generated preventive work order is already assigned to that applicable supplier. This makes a tendering process per preventive work order not necessary and also time consuming.
...