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This article explains how to use this module as a user, focusing on practical steps and functionalities. For a deeper understanding of the concepts in this module, including why certain options are available, refer to the corresponding article in the application managers section of this knowledge base. To learn how to enable this module, see the related article in the implementation consultant section of this knowledge base. |
1. What is this module about
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The following chapters describe the use of this module as a You can always check which system groups are assigned to you via your profile in the top right corner. For more information about this, see: |
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The Corrective work order module has several system groups related to it, allowing authorizing users for specific parts of, and tasks within this module. Below an overview of all relevant system groups and their role within the requests corrective work order workflow. Also other additional system groups without a task in the requests workflows corrective work order workflow are mentioned.
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A corrective work order can only be created from a request. A corrective work order can either be created manually by the responsible user of the request or a corrective work order is automatically created from a request, based on the linked problem type. The servicedesk team and responsible user of the request are automatically taken over to the work order.
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Once the work order is forwarded to the contractor, the contractor can execute the work. If the contractor (e.g. an external supplier) has access to Workplace Management, the contractor can directly handle the work order from the application, otherwise this task will remain at the responsible user. A work order email with more information about the work to be executed and expected costs can also be emailed to the contractor.
If details of the work order are incorrect or the work order needs to be replanned, the responsible user can retract the work order and make the necessary changes before forwarding the work order to the a contractor again.
Once the contractor is done and the work is finished, the work order can be reviewed by the responsible user. If the work is not executed as desired, the work order will again be forwarded to the contractor with additional remarks about why the work is not approved.
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The “Internally responsible” person handles almost all tasks within the work order process.
The corrective work order manager and the other members of the Service desk group responsible for the request can also execute the workflow tasks as long as the the work order is open! However, no active task will be shown on this persons task list. If you want to open and handle a work order they will need to find the work order via the menu option “Maintenance” > “Work order”.
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Status = Submitted
After submitting a work order is goes to the status ‘Submitted’. In this status the following buttons to forward the process are available:
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Forward work order
Make sure you plan the work order (set dates and times). The work order will be assigned to the responsible person when you forward it.Start quotation process
A tendering process can be started and linked to this work order using this button. More on starting the quotation processes later in this article.
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Status = Work in progress
After forwarding the work order, the status will be “Work in progress”. In this status the following buttons to forward the process are available:
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