Work Order Item (of work) Process

As Items are added in a Work Order (Item Tab) their associated pricing flows to Purchase Orders Tab in the Work Order.

• See link Work Orders | WEB | Add Items

Click Save and Send to send to the allocated employee/contractor.

When work item is complete:

• Open Work Order to the Item and tick for complete. This displays a green tick (work item complete with no issues).
• Or choose to Cross (x) to decline (if work defective).
• If work is defective but then remediated to reach completion tick and the tick now is yellow (shows there was issue but now complete).
• Work history updates on record as you work on it.
• Work Order items can then be flowed to Invoices.

Note:

• Work Order Status will change from Created to Allocated. When complete to Reviewed and Approved. For more information: see link Work Orders | WEB | Status

Example 1: Work Item ticked

Example 2:   Work Item Crossed (defective).

• Same person Allocated can be chosen to Resolve the issue. Or work item can be allocated to another employee/contractor to fix issue.