Work Orders can be generated several different ways. From Auto Service Schedules , via an issue identified during a Prestart , by a date driven Notification, from a On & Off Hire Report , and from Asset View .
See Work Order View Page for how to search & filter Work Orders
Click button to skip ahead to:
Work Order Details
If there are other open Work Orders for the Asset, they will display in red on the top of the page.
Click on View Summary
Click on Work Order line to go to that Work Order
If Warranty information has been set in FleetAdmin - Asset Details , it will display on the top of the Work Order in teal.
Click on View Notes to see full detail
General Details:
Created At:
Gives Date & Time of creation
Created By:
Name of User created, if a auto service this will display as System
Status:
Current Status
Type:
Where this Work Order originated
Parent:
Will display Parent Asset number if it is a linked Asset
Meters At Open:
Will display the Meters & Hours of the Asset when the Work Order was opened. These will not change
Location at Open:
If a TFO tracker Asset, will display the location of Asset when Work Order was opened
Estimated Cost:
Total of Cost estimates entered within each Work Item. This will display totals for each Asset in FleetAdmin Costs
Asset:
VIN/Rego:
Display information from FleetAdmin- Asset Details
Current Hours:
Display Assets current Hours
Current Kms:
Display Assets current Kms
Images:
Images will appear here from Prestart or On/Off Hire Work Orders.
It is possible to add up to 6 images to each Work Order.
Drag and drop or Click to select Work Order Details:
Job Description
Will autogenerate with Work Order - This can be edited
Job Priority
Use these to filter & schedule Work Orders - See Statistics
Root Cause
Use these to filter & report on Work Orders - See Statistics
Notes
Use notes for any additional information
Est Arrival Time
Estimated Date & Time the Asset will arrive for Work Order
Scheduled Start Time
This is one of the places you can schedule the Work Order, once saved, these will appear in the Work Order Scheduler
Est Time
Enter number of hours for Work Order to be completed - The estimated time will flow through into the Work Order Scheduler
Delays
Click on Edit to add Delay reason. It is possible to add more than one.
Est Finish Time
This will auto-populate based on entered information
Fitters
Assign up to 4 fitters to each Work Order - See FleetAdmin-Users for how to add Fitters to the list
Act Arrival Time
Enter time asset actually arrived
Actual Start Time
Add actual start time
Act Time
Enter actual time taken in hours
Delays
Click on Edit to add Delay reason. It is possible to add more than one.
Act Finish Time
This will auto-populate based on entered information
Work Order Items:
Work Order Items are added in via Auto service schedule , Prestart issues or Notifications .
Click on Add Item to add Work Order Item to add manually
No
Displays the number of the Work Item
Work Needed
Description of Work Required
Work Performed
Displays works completed
Assigned Parts
List out Part & Qty required for Work Item
Status
Status of each Work Item
Edit Work Item Click on the required Work Item
Work Needed
Click in field to edit
Work Performed
Enter work performed.If using a a tablet you can use voice to text to enter this information
Hazards
Create Hazard list in FleetMaint Settings
Cost Code
Create Cost Codes in FleetAdmin Organisation
Closed Date
Individualise Close date for each Work Item
Part Required
Parts created in FleetParts will list as per Auto Service Schedule or select from dropdown
Est Cost
Enter cost of Work Item - Totals for Work Order will display in Estimated Cost in General Details of the Work Order
Time on Job
Enter time in hours
Status
Individualise status for each Work Item
File
Drag & drop or click to select to add photos or files
Work Order Action Button Click on the Action Button
Action Button - Click to expand or decrease options
Delete - Click to Delete Work Order - Deleted Work orders will appear in Asset View
See FleetAdmin - Templates for how to create Work Order Templates. Once created choose from the dropdown to download / printWork Order
See FleetAdmin - Templates for how to create Email Templates. Once created choose from the dropdown to email Work Order.
Split Work Order Items - See detailed explanation below
Close All Work Order Items - See detailed explanation below
Add Work Item
Save Work Order.
Work Order Split Mode Split out Work Items within a Work Order, if you are waiting on parts for example. Allowing you to close the original Work Order, leaving just the remaining items to complete. Click on action button, select Split icon. All Work Items will display
Tick on Work Items to be split into a new Work Order
Click on Generate Work Order to create new
Close Work Orders
Close Individual Items
In the work order Item, select the status drop down to closed. This can also be updated as the item is in progress to other status' such as Parts Ordered.
Enter 'Closed Date' Date and select save.
Close Whole Work Order
Within the Work Order select the action button
Select the
Enter the Closed Date and Time
Commit
Work Order - Audit Trail The Audit Trail allows you to see changes that have been made to the Work Order and by which User.