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Content

Learning Objectives

After reading this article, you’ll be able to:

Know what corrective work orders are
Create a new work order.

Corrective Work orders

Corrective work orders can be created within a request and are used to plan, executed, and monitor the work
that comes from the request for contractors (internal employees or external suppliers).

There are a number of reasons to use corrective work orders within requests:

If multiple contractors are needed to handle one request
If costs have to be registered per work order (adding work order items with planned and actual costs)
If the work orders need to be planned for execution (start- and end date)

Create a Work Order

Users who are currently responsible for a request are able to create a work order within that request. By default, the creator of the work order will become the person internally responsible for the work order. This person can be changed by the creator if necessary. This person is responsible for almost all tasks within the process. The “corrective workorder manager” and the other members of the service desk group responsible for the request are also able to execute the workflow tasks.

To create a Work Order.

Open the request
Press the button Work Order

Fill in the details of the work order.

Press the “Submit”button” to let the internal responsible handle the work order further.
To send it it directly to a contractor, select the contractor and choose in the “Send work order via Mail” field the option “Yes”. Use the button “Forward Work Order” to sent it to the contractor.

It is possible to execute a mandate approval within the corrective work order process. Based on the settings, a user or several users need to approve the work order, before the contractor can start the work. The work order can be approved or rejected with a mandatory reason.

When all work orders within a request have been handled, the request itself will go to the status 'Handle'. The request can then be handled or additional work orders can be created.

If it is not yet sure which supplier will execute the work, a tendering process can be initiated. Based on the setting, the tendering process will be executed outside Workplace Management or via the tendering process in Workplace Management. When initiating a tendering process from a corrective work order, the work order items will automatically be created as quotation items within the tendering process. After accepting the quotation which suits best, the work order items will be updated (price etc.)

Automatically create a Work Order

It is also possible to automatically create (and assign) a corrective work order from a submitted request.

When creating a problem type, you need to have the setting “Auto create work order” on “Yes”.

Summary

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