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Work Order and Request Management Guide

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0% found this document useful (0 votes)
12 views2 pages

Work Order and Request Management Guide

Uploaded by

aparnaeffiasoft
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

📘 Guide Book

Main Menu
- Work Orders (WO)

- Requests

- Settings

- Stock Takes

- Readings

- Edit Mode

- Logout

Work Orders (WO), Requests, Readings


- All Work Orders

- Your Work Orders

- H/PO/WO

- Your Requests

- Request Needing Approval

View All Work Orders


Path: RHTA → My WO, All Details, Status, WO Status / Trade, Send →

Detail of WO:

- Sort by Status → All, Incomplete, Exception, Not Approved

Asset List
On click of Add → Opens Inspection Page

Inspection Page
- Walls: Is there any damage? Is it painted?

- Floors: Reach the overall details

- Open Form: With 'Create Request' option (New Request as well)

Requests
View Requests / Job Request:
- Filter → My Request, Need Approval, Status

New Request:

- Asset (search by) → QR Code, Barcode, Search by Asset Type

- Type request details → Set project

Readings
- Search Reading via → Name, Asset Code, QR or Barcode

- Can add New Reading

Stock Take
- Filter:

- - Incomplete → Show items not yet counted

- - Select all assets in stock take

- Color Code:

- - Green list → Count has already been entered

- - Plain list → Needs count (add Tent/bar)

- Process: Once all assets have been counted → Proceed to close the stock take

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