FleetMaint - Work Order View

Work Order View allows you to view, filter & assign Work Orders based on your requirements.  You can then choose to export your selections to PDF or CSV.

Click Button to Skip Ahead: 

• Go to FleetMaint
• Click on Work Order View

Filter Work Orders

• Click on field to display dropdown or type to select
• It is possible to multi-select as many options as required
• Click on the x on selection to remove
• When filters are applied, all relevant Work Orders will display

From this view it is possible to change displayed Work Orders by:

• Choose to exclude Prestart, Deleted & Exclude Closed Work Orders by sliding the toggle
• Use the Heading Bar to order Work Orders via individual headings - See below

Advanced Filters 

To show advanced filters click on the drop down arrow and advanced filters will display.

Filter via Entered and Scheduled Start Dates as well as Work Order Number ranges.

View De-activated Assets 

To filter to display deactivated assets 

• Toggle the Exclude Inactive Assets Button 

Export / Download Work Order List

• Once you have list of required Work Orders you can export to PDF or CSV
• Click on either Export button to download

Page Headings

All columns can be ordered by clicking on the white heading of each.  Use the white arrows to collapse or expand the columns that are relevant.

Work Order Status

The first column of the Work Order View page gives an at a glance status of each Work Order

Open	All Work Order Items are in The Open status
In Progress	At least one Work Order Item has the In Progress status
Parts Ordered	At least one Work Order Item has the Parts Ordered status
Parts Received	At least one Work Order Item has the Parts Received status
Closed	All Work Order Items are closed

Below is a list of each column and its functionality.  Any changes to the displayed information will need to be completed within the actual Work Order.  See Work Order article for how to edit these fields.  Clicking anywhere on the line will take you directly to that Work Order.

Asset & Rego	These columns will display the Asset ID & registration number
Hrs & Kms	These columns will display the Hrs & Kms of Asset when Work Order was opened / created
Work Order	Displays the Work Order Number
Description	Description of the Work Order
Priority	Lists the Work Order Priority
Root Cause	Lists the Root Cause
Opened	This is the date that the Work Order was created
Fitter/s	See at a glance if your Work Order has been scheduled & to which Fitter/s
Scheduled Start	When the Work Order is created it will auto allocate a date.  Go to the Work Order to override or see below on how to Assign Work Orders from this page
Date Complete	Displays the date the Work Order was closed
Est Duration	How many hours have been estimated to complete the Work Order
Work Done	There will be a tick if one or more Work Items status is changed to closed

Assign Work Order

Work Order view is one place to assign Work Orders to Fitters.  See Work Order Scheduler & Work Orders for other options.

• Hovering on a Work Order line will display Edit Options

• Click on the Eye Icon
• This will give you a preview of all Work Items within the Work Order & their status

• Click on the Edit icon

 

• Use the Dropdown to Assign Fitter, you can assign up to 4 Fitters for each Work Order
• Calendar & Times are used to assign date
• Enter Estimated duration 
• This will automatically update Work Order & add to the Work Order Scheduler

Merge Work Order

Merging Work Orders allows multiple Work Items to be merged into one parent Work Order.

To use the Merge Work Order functionality the Work Order View page needs to be filtered to one asset. 

• Select the Parent Work Order - This is the Work Order that will accept the merged Work Orders

• Click on the green icon
• This will highlight the Work Order green

• Click on the Merge Work Orders button

• To select the Work Orders to be merged, click on the purple icon

• 

• A summary of the Work Order merge will display. (As above)
• Scroll through to check all is correct
• To remove a Work Order from the merge, click Cancel
• Go back to the Work Order View screen, hover over the Work Order
• Click on the back arrow

• Click on the Merge Work Order button when correct Work Orders are selected
• If there are any errors or issues there will be a pop up message advising what needs to be adjusted.
•  

• Click on Merge Work Orders to merge all Work Order items into the parent Work Order
• Merged Work Orders will move into deleted with no Work Items & the detail explained in the Audit Trail.

This will link the Work Orders to be merged.

Delete Work Order

• Hovering on a Work Order line will display Edit Options
• Click on the Delete icon

• You will receive a confirmation to delete
• Click Delete 

Next Step - FleetMaint - Work Orders