Work Order Types List
Work order types are managed through the Work Order Type List. Work order types are a way of categorizing work orders to help sort, organize, and manage them. Work order types are also used for skill checking when assigning work orders to technicians, ensuring that work orders are assigned to technicians qualified for the job (see the related topic, “Employee – New Employee Setup” for more information).
From the main menu, click Company > Lists > Work Order Type List.
- To create a new work order type, right click anywhere in the list and choose New Work Order Type from the pop-up menu.
- To edit a work order type, right-click on it and choose Edit Work Order Type from the pop-up menu.
- To delete a work order type, right-click on it and choose Delete Work Order Type from the pop-up menu. Note: It may not always be possible to perform this action — inactivation may be more appropriate.
- To inactivate a work order type, right-click on it and choose Make Work Order Type Inactive from the pop-up menu. This can also be done by ticking the “Inactive” checkbox within a work order type record (see the Add Work Order Type form, below).
- To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
Creating a New Customer Type
- Right click anywhere in the Work Order Type List and choose New Work Order Type from the pop-up menu. The “Add Work Order Type” form will appear.
- Enter a name in the “Work Order Type” field.
- Enter a “Description” for the work order type, if desired.
- Pick a “Color Code”from the drop down list. This assigns a color to the work order type, which then appears in the color bar on the schedule board. Thus, when a work order is placed on the schedule board, the color associated to it’s work order type is displayed on the color bar in that same time slot. A quick glance at the color bar will then tell much about the scheduled work orders without having to look at each one separately. For more information (including an in-depth explanation on using the color bar) see the related topic, “Schedule Board”.
- Define the “Default Length” for the work order type in minutes. This will be proposed when creating new work orders of this type. The proposal can be overridden if necessary.
- Click the OK button to finish and close the form, or click the Next button to save and go on to create another.
- After setting up a new work order type, it will appear on the Skills tab of each employee record. It will then be necessary to open each employee record who is qualified to perform that skill and mark it as such. To prevent extra setup work, it is recommended to setup all of your work order types before setting up employees and their respective skills.
- To inactivate a work order type from within the Work Order Type form, tick the “Inactive” checkbox.