Close a Work Order | Supervisor

1. Navigate to either Work Orders - Technicians page

Review the work order sections:

• Daily Operations Safety Assessments (DOSA)

• Time Log

• Scheduled Work Tasks

• Completed Work

• Inventory Items

• Preventative Maintenance log - OPTIONAL

Work Order Menu Options:

Assign to Technician

• Click button Assign to Technician

On this page, you may:

• change the Lead Technician in order to reassign the work to another technician

• change the Support Technician(s) in order to add additional technicians to the work order

• Add a Supervisor Comment - OPTIONAL

• Click Re-Assign when finished

Add Attachment/Image

• Click button +Add Attachment/Image

• Under Attachment, click Choose File to browse the files on your computer and upload a file that is in one of the accepted file formats: .pdf, .xls, .xlsx, .doc.

or

• Under Image, click Choose File to browse the files on your computer and upload a file that is in one of the accepted file formats: .jpg, .png.

• Click Submit when finished to create an attachment/image record

Add Comments

• Click button +Add Comments

• Add a comment in the Comment field

• Click Submit to add a record

Edit Work Order

• Click button Edit Work Order

Update Workgroup - Supervisor access only

• Choose a selection for Workgroup

Edit Work Order fields

Review fields to edit:

• Select Assigned Work Group and use the drop-down to select the appropriate group

• Technicians

• Timing Engineers

• Construction Services

• Communications

• Select Asset Type and use the drop-down to select the appropriate asset

• Signal

• Camera

• Digital Messaging

• Sign (DMS)

• Dynamic Speed Display Device (DSDD)

• Flashing Beacon

• School Beacon

• School Beacon Zone

• Sensor

• Other / No Asset

When all sections have been reviewed, supervisor will Close Work Order

Close Work Order

• Click button Close Work Order

• Enter a Supervisor Comment

• Click Close Work Order when finished

Check if Follow-up Needed field is Yes, if so:

• Click button Follow-up Work Order

Create a Follow-up Work Order | Trouble Call

• Confirm the Original Work Order ID field matches the Original Work Order ID

• Choose selection for Work Type field

  • Trouble Call

• Choose selection for Problem Reported field

• Click Save & Continue

Create a Follow-up Work Order | Scheduled Work

• Confirm the Original Work Order ID field matches the Original Work Order ID

• Choose selection for Work Type field

  • Scheduled Work

• Click Save & Continue

• Check that the View Follow-UP Work Order field and the Work Order ID field match

• Start typing keyword for scheduled task, choose selection for Scheduled Work Task

• Click Add Work Task

• Confirm record has been added to table

• If more tasks need to be added

• Click Save & Continue