Work Order Details Overview:

1. The Go Back button returns to the previous screen.
   
   
   
   
2. The Work Order card displays basic information about the work order: ID, Title, Status, Type, Priority, and Frequency.
   
   
   
   
3. The Location card indicates the location where the work is to take place: Property, Building, Floor, and Suite.
   
   
   
   
4. The Equipment card displays general information concerning the equipment on which the work is to be performed: Name, System, Make, Model, Asset/Tag #, Serial #, and Warranty Expiry.
   
   • Users can click on the equipment’s name to view additional information on the Equipment Details screen.
   
   
   
   
5. The References card contains external links (hyperlinks/URLs) related to the equipment being worked on, such as installation guides or maintenance manuals.
   
   • Clicking on a link will open the URL in a new browser window.
   
   
   
   
6. The Workflow, Tasks and Attachments tabs. Additional details for each tab are provided below.
   
   
   
   
   • The Workflow tab is displayed by default. It displays the following information: Date Due, Assigned To, and the work order’s History.
     
     • Clicking on the name displayed in the Assigned To field displays a popup with the assignee’s contact information.
     • The history section lists events in chronological order.
       
       • Notes appended to Cancelled and Closed history events can be edited by double-clicking on the entry.
     
     
     
     
   • The Tasks tab shows a list of tasks which need to be performed.
     
     
     
     
     • Each task is displayed as a separate virtual card.
     • Clicking on a task card opens the Update Tasks interface, allowing the user to input labor history information (time taken to work on the task) by clicking the Add History button.
     • Users can add time taken for multiple employees as needed by clicking on the Add History button.
       
       

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       Note:
       
       • Adding to the work history using this method does not mark the work order as completed; see Completing PM Work Orders for detailed information on completing work orders.

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   • The Attachments tab displays a list of any files (such as MS Word documents, pictures or PDF files).
     
     
     
     
     • Click on a file name to download it; if the file is in a format which can be displayed within a web browser, then it will be displayed in a separate browser window.
     • Users can remove an attachment by selecting an attachment and clicking Delete.
     • Users can upload an attachment by clicking Add Attachment.
       
       • In the window that opens, click Browse…
       • Select the file to upload in the file selection window that is displayed and click Open.
       • In the Add Attachment window, click Upload to complete the process.
       
       
       
       
7. The Assign & Dispatch, Complete, Cancel and Print, buttons are briefly explained below.
   
   
   
   
   • Clicking the Assign & Dispatch button opens the Assign & Dispatch window, allowing users to assign (if currently unassigned) or re-assign and dispatch the work order.
     
     • See Assign and Dispatch Work Orders for additional details.
   • Click the Complete button to mark the work order as completed.
     
     • In the window that opens, users will have the opportunity to enter any previously unrecorded information, such as task completion or gauge readings.
     • See Completing PM Work Orders for more detailed information.
   • The Cancel button opens the Cancel Work Order window, allowing users to cancel a work order.
     
     • See Cancelling PM Work Orders for more information.
   • Clicking the Print button allows users to print a copy of the work order.
     
     • Printed work orders can be used to complete work in situations where the assignee does not have direct access to the Internet; the information filled out in the form will need to be manually input in Axis Control Panel afterwards to properly document the work.