View
1
Download
0
Category
Preview:
Citation preview
Revised July 2013
Creating Work
Orders
v6.60
© 2013 Coaxis, Inc. dba Viewpoint Construction Software. All Rights Reserved. Viewpoint Construction
Software®, Viewpoint V6 Software® and Construction Imaging® are trademarks or registered trademarks
of Coaxis, Inc., dba Viewpoint Construction Software in the United States and/or other countries. Other
names and brands may be claimed as the property of others.
P a g e | 1
© 2013 Coaxis, Inc. dba Viewpoint Construction Software. All Rights Reserved.
Table of Contents Introduction .................................................................................................................................................. 2
Creating a New Work Order Form ................................................................................................................ 3
Creating Work Orders from the Work Center .......................................................................................... 3
Creating Work Orders from the Menu Tab ............................................................................................... 4
Completing the New Order Form ................................................................................................................. 5
Information or Header Section ................................................................................................................. 5
Scope Section ............................................................................................................................................ 6
P a g e | 2
© 2013 Coaxis, Inc. dba Viewpoint Construction Software. All Rights Reserved.
Introduction
This document was created to provide instructions on how to complete a new SM Work Orders form in
the Service Management module. The SM Work Order details every aspect of customer contact,
scheduling, cost entry, and billing. Creating a Work Order is the first step of the Work Order
Management Workflow.
In this document you will learn to
• Open a new Work Order form
• Complete the Information section of the Work Order form
• Complete the Scope section for the Work Order form
P a g e | 3
© 2013 Coaxis, Inc. dba Viewpoint Construction Software. All Rights Reserved.
Creating a New Work Order Form
Work Order forms can be created in two methods
• From the Work Center
• From the Menu Tab
Creating Work Orders from the Work Center
Though there are multiple ways to create work orders from the Work Center, we will only show one
method in this job aid. To learn to create work orders from other queries in the Work Center, access the
HELP section of V6.
1. Select the Service Management tab from the Menu tab.
2. Expand the Call Center folder.
3. Select Service Site as your entry option based on the type of information the customer provides.
4. Select your Service Site or Customer from the options in the right column.
5. Select the Create Work Order dropdown option from the Create Related Item button. A new
Work Order Form will open. The new form will prefilled with the next available work order
number. See Figure 1.
Figure 1. Creating Work Orders from the Service Site of the Service Management Work
Center.
P a g e | 4
© 2013 Coaxis, Inc. dba Viewpoint Construction Software. All Rights Reserved.
Creating Work Orders from the Menu Tab
1. After selecting the Menu tab, click Service Management as your module type.
2. Select the Programs folder, and click the SM Work Orders icon to open a Work Orders form.
See Figure 2.
3. After your form is open, enter “N” or “+” in the Work Order field to create a new work order
record. See Figure 3.
Figure 2. Creating Work Orders from Menu tab.
Figure 3. Work Order Field.
P a g e | 5
© 2013 Coaxis, Inc. dba Viewpoint Construction Software. All Rights Reserved.
Completing the New Work Order Form Once the Work Order form is open you may complete it using the details the Caller provides during the
call. The Work Order form is divided into two sections – the Information section at the top of the form,
and the Scope at the bottom of the form.
Header Section
You will enter fundamental details about the work order in the Header section of the form.
Complete the following fields in the Information Section by entering the information directly into the
field or by pressing F4 in the field to see available options. See Figure 4.
a. Description (optional)
b. Site
c. Customer
d. Lead Tech
e. Center
f. Site Contact Information
Figure 4. New Work Order Form Header section.
P a g e | 6
© 2013 Coaxis, Inc. dba Viewpoint Construction Software. All Rights Reserved.
Scope Section
The Scope section describes the issue or problem that needs to be resolved. When you click in the
Scope section, the Sequence field will automatically populate. The Sequence indicates the number of
scopes that are associated to the Work Order. There may be multiple Sequences assigned to a work
order.
Complete the following fields in the Info tab of the Scope section by entering information directly into
the field or by pressing F4 in the field to see available.
a. Scope
b. Division
c. Bill To (Prefills from the Service Site)
d. Call Type *
e. Rate Template *(Prefills from the Service Site)
* these fields are not required to be entered in the scope when the Work Order is initially created, but
they must be entered before the Work Completed line is entered. See Figure 5.
Once the details for the Information and Scope sections are entered, your Work Order is ready to move
to the next phase of the Work Order Management Workflow.
Figure 5. New Work Order Form Scope Section.
Recommended