To add a repair order delay

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The procedure to add a repair order delay is as follows:

  1. Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
  4. Double-click on the row containing the specific repair request against which a delayed works order is to be recorded. The Repair Request window is displayed.
  5. Click on Orders. The Orders tab is activated and all raised orders are displayed in the List of Work Orders summary table.
  6. Double-click on the row containing the specific delayed works order. The details of the order are displayed.
  7. Click on Add Delay. The Delay Details window is displayed, with the Delay reference field pre-populated with the system-generated Order reference.
  8. Using the Delay type drop-down field, select an appropriate parameter value to match the nature of the delay e.g. Bad weather, Property access, Specialist materials, etc.
  9. Enter the Start date for the delay using the calendar icon () or type in the value directly 3.
  10. Use the Reason field to enter an explanation for the delay.
  11. Using the Delay period drop-down field, select an appropriate unit parameter to define the duration of the delay (e.g. Minutes, Days, Weeks, Months) and enter the corresponding period unit multiplier.
  12. Use the Notified by field to enter the name of the person reporting the delay.
  13. Click on Save 4.


Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 The permitted date entry format is DD/MM/YY or DD/MM/YYYY.

4 The system preference Update order target end date of order based on delay controls whether an enforced delay period will automatically recalculate the target end date for the works order.


See related topics...

Repairs order management overview

To create a repair order

To cancel a repair order

To update the repair order status

To define the user profile

To define a system preference value

Using the search facility