Work Orders - Revision history

Jgullickson: /* Fill */

2019-05-21T14:35:44Z

Fill

Jgullickson: /* Fill */

2019-05-21T14:33:22Z

Fill

Jgullickson: /* Sort Action */

2019-05-21T14:28:01Z

Sort Action

Jgullickson: /* Managing Work Orders */

2019-05-21T14:21:59Z

Managing Work Orders

Jgullickson: /* Editing Records via the Website */

2019-05-21T12:49:24Z

Editing Records via the Website

Jgullickson at 10:56, 8 May 2019

2019-05-08T10:56:45Z

Lsilverman: /* Why Do You Need It */

2018-11-16T17:31:38Z

Why Do You Need It

Jgullickson at 15:38, 20 June 2018

2018-06-20T15:38:41Z

Jgullickson at 12:51, 4 May 2018

2018-05-04T12:51:54Z

Jgullickson at 12:47, 4 May 2018

2018-05-04T12:47:13Z

@@ Line 242: / Line 242: @@
 *Filled
-The ‘Filled’ column displays quantity as Filled/Ordered.  For example, Quantity; “0/3” which indicates 0 Assets have been Filled and 3 Assets have been ordered in association with this Work Order.
+The ‘Filled’ column displays quantity as Filled/Total Filled/Ordered.  For example, Quantity; “1/2/3” which indicates 1 Asset has been Filled, 2 Assets in total have been filled against this Work Order (Saved among multiple records) and 3 Assets have been ordered in association with this Work Order.
 After selecting the Work Orders, the user with continue to the Scan Screen.  As cyinders as scanned, the Fill List will show changes in the Work Order Quantity.

@@ Line 219: / Line 219: @@
 Users who will be conducting the Fill with Work Order must be added as authorized Fillers for the Racks to be used.  Users can be added via the List Racks => Edit Racks page on the website.
-When the user starts a Fill with Work Order action, they'll select rack and Asset/Product Family. The default pressure for the Rack will be displayed.  Click Continue.
+When the user starts a Fill with Work Order action, they'll select rack and Asset/Product Family. The default pressure for the Rack will be displayed.  Click Continue. <br>
 After a product is selected, work orders will be displayed to the user with an associated prioritization number, product code, and quantity.  A user can select multiple work orders at one time, as each work order represents only one product code , aka one cylinder size.
@@ Line 291: / Line 292: @@
 This is especially helpful when operators are filling only a few assets at a time (e.g. Carbon Dioxide), due to process and safety constraints.
 = Closing Work Orders=

← Older revision		Revision as of 14:28, 21 May 2019
Line 142:		Line 142:

	During the sort actions (Sort Container and Sort Assets), the user can see the current Work Orders for their location listed by priority. The operator will not be selecting and assigning containers/cylinders to work orders at this point, but will be able to see what should be prioritized.		During the sort actions (Sort Container and Sort Assets), the user can see the current Work Orders for their location listed by priority. The operator will not be selecting and assigning containers/cylinders to work orders at this point, but will be able to see what should be prioritized.
		+
		+	[[File:Sort Assets.png\|200px]] [[File:Sort Assets Work Order Selection.png\|200px]]

	TrackAbout can accept updates from client's accounting system as work orders are fulfilled and added, so the prioritization screen is accurate.		TrackAbout can accept updates from client's accounting system as work orders are fulfilled and added, so the prioritization screen is accurate.

@@ Line 126: / Line 126: @@
 = Managing Work Orders =
-In order to search for work orders, use the Jump To box to go to '''Work Order Search'''.
+In order to search for work orders, use the Jump To box to go to '''Work Order Search'''. <br>
-[[File:WorkOrders_JumpTo.png|400px]]
+[[File:WorkOrders_JumpTo.png|400px]]<br>
 This page behaves similarly to the Order Search page, and will allow you to search for:
 *Current Work Orders

← Older revision		Revision as of 12:49, 21 May 2019
Line 290:		Line 290:
	This is especially helpful when operators are filling only a few assets at a time (e.g. Carbon Dioxide), due to process and safety constraints.		This is especially helpful when operators are filling only a few assets at a time (e.g. Carbon Dioxide), due to process and safety constraints.

		+
		+	= Closing Work Orders=
		+
		+	Once a work order is fulfilled (all lines per work order), they fall off the mobile device.
		+
		+	If a work order isn't going to be fulfilled, it will need to be deleted or updated to reflect the quantity that will actually be used.

	= Editing Records via the Website =		= Editing Records via the Website =

← Older revision		Revision as of 10:56, 8 May 2019
Line 6:		Line 6:

	To use Work Orders, please contact your Support Team at support@trackabout.com to have this feature configured for you.		To use Work Orders, please contact your Support Team at support@trackabout.com to have this feature configured for you.
		+
		+	=What needs to be set up =
		+	To conduct Filling with Work Orders, work with your TrackAbout Support Specialist to make sure the following features are enabled.
		+
		+	*Racks and Tanks
		+	*Container Filling
		+	*Asset Families

	=Creating Work Orders=		=Creating Work Orders=

@@ Line 2: / Line 2: @@
 Work Orders are orders created to tell an operator what products and quantity need to be filled on or by a certain date.  As operators fill against these work orders, the quantity is updated and reduced until zero, when the work order is then closed.
-=Why Do You Need It=
+=Why Do You Need It?=
-Work Orders allows for fewer error and more efficient process by removing the paperwork, phone calls, walkie talkie messaging to let your production staff know there's work to be done.
+Work Orders allows for fewer errors and a more efficient process. It removes the paperwork, phone calls, and walkie-talkie messaging normally required and helps your production staff know when there's work to be done.
 To use Work Orders, please contact your Support Team at support@trackabout.com to have this feature configured for you.
 =Creating Work Orders=

@@ Line 172: / Line 172: @@
 '''NOTE:''' The parts list and routing screens are display only, no entry or update of information is allowed.
 ===Routing Steps===
@@ Line 233: / Line 234: @@
 After selecting the Work Orders, the user with continue to the Scan Screen.  As cyinders as scanned, the Fill List will show changes in the Work Order Quantity.
 ===Routing Steps===

@@ Line 13: / Line 13: @@
 == Method 1: Creating Work Orders in TrackAbout ==
 Users can create their own Work Orders for filling from the TrackAbout website by following these steps:
 #From the Jump To box, go to '''Add New Work Order'''
 #Fill in the required fields, as indicated by the asterisks (*).  The Work Order Number can either be typed in manually to match records, or can be automatically generated by TrackAbout.
 #Priority indicates which work orders should be fulfilled first.
 ##This feature is intended for use on maintenance work orders, which will be available in a future release.
 #Add Line Items and quantities to complete the work order
+[[File:Add Work Order Line Items.png|400px]]
 == Method 2: Integration - Sending Work Orders from an External System ==
@@ Line 117: / Line 119: @@
 In order to search for work orders, use the Jump To box to go to '''Work Order Search'''.
+[[File:WorkOrders_JumpTo.png|400px]]
 This page behaves similarly to the Order Search page, and will allow you to search for:
 *Current Work Orders
 *By Work Order Number
 *By additional information using the Advanced Search option
 In a future release, TrackAbout will also provide the ability to create maintenance work orders for specific assets.

@@ Line 1: / Line 1: @@
 =Overview=
 Work Orders are orders created to tell an operator what products and quantity need to be filled on or by a certain date.  As operators fill against these work orders, the quantity is updated and reduced until zero, when the work order is then closed.
@@ Line 10: / Line 5: @@
 Work Orders allows for fewer error and more efficient process by removing the paperwork, phone calls, walkie talkie messaging to let your production staff know there's work to be done.
 To use Work Orders, please contact your Support Team at support@trackabout.com to have this feature configured for you.
-=How Does it Work=
 TrackAbout provides two methods for creating Work Orders
 #Create in TrackAbout - using the Create Work Order process
 #Integration - Sending Work Orders from your external system to TrackAbout
 == Method 1: Creating Work Orders in TrackAbout ==
 Users can create their own Work Orders for filling from the TrackAbout website by following these steps:
 #From the Jump To box, go to '''Add New Work Order'''
@@ Line 118: / Line 114: @@
   </WorkOrderResponse>
   </WorkOrderResponses>
-== Managing Work Orders ==
+= Managing Work Orders =
 In order to search for work orders, use the Jump To box to go to '''Work Order Search'''.
@@ Line 131: / Line 127: @@
 This work order enhancement is available to TrackAbout clients currently using Work Orders.  If you’d like more information about this process, please contact TrackAbout Support.
+=Completing Work Orders=
 ==Sort Action==
@@ Line 274: / Line 270: @@
 When a Fill with Work Order record is saved, TrackAbout assigns the work order to the asset.  This way, the user can see what Work Order this asset was filled and understand why a particular asset was filled.
 The Work Order number is stored as Custom Asset Info on the asset and this number is cleared out when the cylinder is returned empty.
 = Editing Records via the Website =