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Overview
My Work Orders is used by individuals to keep track of work that has been assigned to them. They can attribute time to work orders, mark work as completed, and carry on recorded communication with the project leaders. More on Work Orders
Key Concepts
| • | The My Work Orders screen contains all the work orders that have been assigned to the user. By default, it shows the Open list. |
| • | This is essentially an Inbox. Use this screen to monitor the list of open work orders, respond to quote requests, reject work order assignments, close work orders, and enter time. |
| • | Clicking on an Open work order opens up to three options under the Quote text box (in the middle of the right side of the screen). The options are Submit Quote, Reject, and Cancel. |
| • | When a request for a Quote type work order is selected, the Quote text box will become enabled, and a Submit Quote button will appear. Fill in the Quote textbox with an estimation of work; then click on the Submit Quote button. The Quote response will be sent back to the project leaders and the work order will be removed from the user’s list. |
| • | When a work order is selected that is not mandatory, a Reject link button will appear under the Quote textbox. Clicking on this will remove the user’s assignment from the work order, and the work order will no longer appear on the user’s list. |
| • | Whenever an open work order is selected, a Closed link button will appear under the Quote textbox. Clicking on the link will flag the work order as closed and remove it from the user’s Open list. Closing a work order is how an assigned employee informs the project leaders that they have completed the work order. |
Toolbar
The InFocus Toolbar is dynamically built in accordance with the active applet on the screen. More on Toolbar Options
Additional Toolbar Options
Aside from the standard toolbar options this applet has the following options:
Field Descriptions
Work Order Navigator (Left Window)
| • | Description - The left part of the Work Order applet is the Work Order Navigator. It lists the work order for projects of which the user is the project leader. At the top of the list are Incomplete/Completed buttons. Clicking these alters the list between completed and incomplete work orders. Work orders are built into the list and grouped by date periods, such as two weeks old, more than a month, today, etc. |
| • | Open - When selected, the grid only shows Work Orders that are open. |
| • | Closed - When selected, the grid only shows Work Orders that are closed. |
| • | Speech Bubble - The speech bubble indicates that communications exist for the work order. If the bubble icon is grayed out, it indicates that all existing communications have been read. |
| • | Question Mark - The question mark icon indicates that the work order is actually a request for a quote. This is activated by checking the "Quote Request" box in the Work Order Detail. More on Work Order Detail |
| • | Red Flag - The red flag icon indicates that the work order has been marked as high priority. This is activated by checking the "High Priority" box in the Work Order Detail. More on Work Order Detail |
| • | ID - The Unique Identifier of the Work Order. |
Work Order Navigator (Left Window - Visual Indicators)
| • | Red - Work orders in red indicate that the work order has not been assigned to an employee. |
| • | Green - Work orders in green indicate that the work order has been closed by employee. |
| • | Bold - Work orders that appear in bold have time entered against them. |
Work Order Window (Right Window)
| • | Description - The right hand portion of the screen serves two purposes. First, it shows a quote (if one exists). Second, it provides a running dialogue between project leaders and the work order assigner. |
| • | Work ID - Work Order ID Number. |
| • | Description/Quote - When "Quote Request" box is checked, the comment box is labeled "Quote" and a quote can be added. When "Quote Request" box is un-checked, the comment box is labeled "Description" and a description can be added. Both are stored so that you can go between the two. |
| • | Reject - Allows the employee to reject the Work Order. This un-assigns them from the Employee field in the Work Order Detail. More on Work Order Detail |
| • | Close - Signals the Project Leader that the work have been closed. |
Comments (Right Window)
| • | Comments - Allows the Project Leaders to have conversations with the Employee assigned to the Work Orders. |
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