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1. What is this module about
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This article is about the use of this module as an application manager, for more information on how to use the concepts in this module as a user (for instance, details on how to create an object), see the related module in the Users part of this knowledge base: Users |
1. What is this module about
The Corrective work orders module in Workplace Management helps service teams create and manage work orders based on user requests. These work orders can be assigned to either internal or external contractors to fix the issues.
For instance, if a toilet is broken and leaking, the facility service group might be unable to fix it. In this case, a work order can be created for an external contractor, like a plumber, to handle the repair or install a new toilet. The contractor can register the costs, and the work orders can be reviewed internally afterward.
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More information about service groups can be found via Requests module.
1.2 Problem types
The problem type selected in the request can also influence the corrective work order behavior. Per problem type, it is possible to determine if a corrective work order is automatically created, assigned, and sent to the relevant contractor based on the preferred supplier role.
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More information about problem types can be found via Requests module.
1.3 Cost items
Unlike in requests, it is possible to register cost items in corrective work orders. Cost items (work order items) can be generic or based on catalog items (this 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 the 'Inventory management’ module needs to be enabled in this case. More information about inventory management see: Inventory management module .
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For more information about preferred suppliers, see: Preferred suppliers.
For more information about requests and problem types, see: Requests module.
1.5 Tendering process (quotations)
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Both mandate approval options mentioned above can also be configured at the problem type level.
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Example:
A corrective work order is created, and mandate approval for corrective work orders is enabled depending on problem type.
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Workflows can automatically send emails after a certain task is executed or a workflow has been in a status for a certain amount of time. The default emails need to be activated per workflow. For more information on enabling the default workflow emails, see Workflow emails.
For the corrective work order module, the following default workflow emails are available:
Email content | When is it sent | Send to |
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The confirmation to the contractor to handle the work order, including a PDF attachment with more details about the work to be executed | Once the corrective work order is forwarded to the contractor | The contractor of the work order |
A request to the mandate approver(s) to approve the corrective work order total amount | Once the corrective work order is forwarded to the contractor (only if mandate approval for corrective work orders is enabled) | The mandate approve(s) of the work order |
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For more information on enabling the default workflow emails, see Workflow emails.
For the corrective work order module, an overview of the default workflow emails can be found in the user manual: Corrective work order workflow emails
3. General corrective work order module settings
To navigate to all the general corrective work order model settings, go to Modules settings → tab corrective work order. Hover over the available settings to get more information about a specific setting:
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4. Additional information on this module
More information on the Corrective work order module can be found in the following related articles:
For an (end) user manual, see: Corrective work orders module for (end)users
For more detailed implementation information (including how to enable the module, which system groups are involved, data imports, and more information on the startboard and navigation menu options) see: Corrective work orders module activation and information