Work Orders | WEB | Add Items

Prerequisite: Create a Work Order 

• • Once a Work Order is created you can begin to add items.
  • The Items become purchase orders and can be ticked off as they are completed.
  • See link: Work Orders | WEB | Create New Work Orders

Search for Required Work Order

1. Search for and Select Work Order from List of Work Orders page
   • Main Menu –> Work Orders –> List of Work Orders

Inside the Selected Work Order

1. Work Order view shows details at top: Contact Details, Work Instructions, Dates, Pricing, Flags in window pane type view.
2. Tabs are below for: Items, Details, Contacts, Related, Work History, Purchase Orders, Notes, Attachments, Activity.

Items Tab: Add Items

1. Items tab should show as default with underline to highlight (when work order is in created status).
2. Click +ADD to start adding your items to the work order.
   • Input information into: Item, Location, Qty, Comments, Allocated To, Due, PO#. Red highlighted fields are required. Others are optional.
   • Items fields can be preset as a drop down to begin typing item code to select from options. Or they can be type as you go.
     • (Check with your Manager or SpyderFlow Administrator for dropdown options to be set in Settings: Rates if required and option not available).
3. When item details complete Click Save icon at end of row.
4. Click Save & Send to save and also send off to employee or contractor to view Item allocated to them.

Note: Bulk Allocate button (above Allocate To  field). Add contractor, allocate multiple Items.

Glossary of Field terms

• Item: Add item code
• Keywords: Keywords for the item
• Location: Where is the item located?
• UOM: Units of Measure
• Comments: Type any comments
• Allocated To: Is this Item to be allocated to an employee or contractor to work on.
• Due: When is completion due by?
• PO#: Purchase Order number

Next: Work Orders | WEB | Item of Work Process