<< Click to Display Table of Contents >> Navigation:  CLASS TWELVE: Other Useful Applications > Work Order > Enter a Common Area Work Order

Common work orders are maintained through APPLICATIONS | Property Management Group | Work Order.

 

How to enter a work order:

 

1. Select a Property.

2. Click the Add button, , to enter information for a new work order

3. The WO # field will pre-populate with the next available number after the work order is created

4. Select a Vendor

5. Skip Voucher Date, Voucher Due, Voucher Type and Check Memo (all of them are used if moving a work order to AP)

6. Select a work order Type

7. Enter a Job #, if needed

8. Enter the WO Date, if needed

9. Enter a WO Due date, if needed

10. Select the employee this work order was Created By. This field will default to the user name currently logged into the system. This work order will show on the Created By users Task list until it's closed.

11. Enter the date this work order was Approved, if needed

12. Select the employee that the work order was Approved By, if needed.

13. Select the current Status of the work order, if needed.

14. Enter the date the work order was Completed, if needed.

 

 

 

How to add items to a work order:

 

With the primary voucher data entered and the row selected, items must be added to the work order within the Items tab.

 

The Items tab is located at the bottom of the Work Order application.

 

1. Select the blank row in the Items grid (red box)

2. Click in the Item cell and press the dropdown button to show all available items

3. Select an Assigned to employee, which adds the item to the employee's task list

4. Enter the Work Order Memo, Work Order Special Memo, Contact 1, Contact 2 or Contact 3, if desired (The remaining fields are used when moving the voucher to AP)

5. Repeat process for additional maintenance items