To create a cascading works order for an asset hierarchy

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The procedure to create a cascading works order for an asset hierarchy 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 from which a cascading works order will be created. The Repair Request window is displayed.
  5. Click on Tasks. The Tasks tab is activated.
  6. Within the Tasks summary table, activate the Select tick box against each individual task that will comprise the cascading works order 3.
  7. Click on Create Order Against Child Assets 4. The Child asset selection window is displayed, revealing the hierarchical structure relevant to the asset in current focus, underneath the associated company heading; (a) Activate the tick box against one or more assets relevant to the repair works order - click on the nested expansion level pointer icons () to reveal individual asset records within the overall hierarchy 5; (b) Click on Add to transfer the chosen subset to the right ('required') pane, or Add All to transfer all displayed records, irrespective of tick box status 6; (c) Click on Select - The total number of proposed works orders to be cascaded is displayed, ready for user confirmation; (d) Click on Confirm - The Create Works Orders window is displayed.
  8. Using the Priority drop-down field, select the value that reflects the preferred priority weighting for the cascading works orders.
  9. Using the Repair type drop-down field, select the preferred classification of repair relevant to the cascading works orders.
  10. Use the Additional analysis field to further characterise the nature of the cascading works instructions.
  11. Using the Request contact spy-glass icon (), select the staff member coordinating this subset of cascading works orders within the wider responsive repairs service.
  12. Use the Description field to add contextual information in support of the cascading works orders being generated.
  13. Using the Contractor drop-down field, select the preferred service provider to be awarded the cascading works for the chosen asset subset; the associated Contract must also be specified using the adjacent field.
  14. Where the preferred service provider for the cascading works order is not yet known, click on Create Works Orders; otherwise click on Create Works Orders And Issue. The Create Works Orders - Complete window is displayed, summarising the outcome of the order generation process; any errors are reported in the summary table.


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 System preferences control whether tasks for different trades can be included on the same works order, and supported by the end user warning message 'Multiple trades are not permitted on a single order, please amend your task selection'.

4 This option is only visible in the instance where the repair request is linked to a 'parent' asset within the overall property hierarchy.

5 The returned results can be refined further by entering a component of the asset address into the dynamic search field provided.

6 In the same way, use the options Remove and Remove All in conjunction with the associated tick box fields to transfer asset records out of the right ('required') pane.


See related topics...

Repairs order management overview

To create a repair order

To allocate a contractor to a repair order

Using the search facility