to save your work. Continue to click Add New Record to add additional notes. Once Note records existing you can Edit or Delete them.The Work Order Form is the same whether you are adding a new Work Order or editing an existing one.
NOTE You may first need to select a Property and then a Unit, or just select a Unit from the list and click Apply to display the form.
The form contains several tabs:
Send
Save
Cancel
On the Work Order General Information tab some of the information is displayed for your reference cannot be modified:
Work Order Number
Occupant Name
Property Number
Unit Reference Number
Address
Entry Date/Time
The User who created the Work Order
If the Work Order was created from a Work Request, click the Work Request hyperlink to display a summary in a separate tab.
Field Definitions
Fixed Asset - Select an asset if this work order involves one of the unit's assets. Fixed assets for each Unit are created in SKYLINE's Fixed Asset Information.
Fixed Asset Info - The Fixed Asset description automatically displays and can only be modified in SKYLINE's Fixed Asset Information.
Called In By & Phone - Select a contact person and enter the phone number. The selection list is created in SKYLINE's FM/WO Unit Contact Setup.
Task - Select a Task, which is similar to a template. Default fields are completed based on the Task selected, but all values can be modified on this screen.
Permission to Enter - Select a Permission Text Maintenance Code to indicate how the service provider will gain access to the unit where services are required.
Description - Enter a full description of the work requested.
Classification - Select a Classification Maintenance Code to classify this work order.
Category - Select a Category Maintenance Code to categorize this work order.
Priority - Select a Priority Maintenance Code to prioritize this work order.
Status - Select a Status for this work order, such as Open, Delayed, or Cancelled. This is a required field.
Provider Type - First specify whether this work will be done by an In-House person or Vendor, and then select the specific Technician.
Technician - The selection lists are dynamic based on the provider type.
Scheduled Date and Time - Represents the date the work is scheduled to begin and defaults to the current system date. The Date is required and the Time is optional. If you enter a date for which the service provider already has an assignment, an informational message displays indicating there may be a scheduling conflict and notes the conflicting Work Order number.
Estimated Hours - Enter the hours estimated to complete the work.
Mandatory Completion - Enter a date when the work order must be completed. This is a required field.
PO Number - Enter an associated PO number to associate this work order with an Accounts Payable Purchase Order.
Special Instructions - Enter any special instructions related to gaining access to the unit.
Not to Exceed - Enter the dollar amount that this work order should not exceed upon completion.
Trip Mileage - Enter any travel mileage that this job may require.
Additional Information - Enter any free-form text information related to the work order.
Services Charges can be entered through SKYLINE or added from this tab.
If you are editing an existing Work Order that includes Service Charges you can:
View the associated services charges.
Click the Add Service Charge shortcut to enter charge data.
Use the Toolbar to export and print the data.
Use the Filter fields under the column headings to further refine the results.
This tab displays all existing Notes associated with this Work Order, if any.
Click Add New Record to create a new note.
Notes include:
Date, which is the current system date and cannot be modified
Initials of the SKYLINE user entering the note (read only)
Note text
Click Insert Note to save your work. Continue to click Add New Record to add additional notes. Once Note records existing you can Edit or Delete them.
The Documents tab allows you to view and associate documents and files with a Work Order. The files may be documents, pictures, spreadsheets, or any other format that your desktop can open. Some of the file formats supported are .doc, .jpg, .bmp, .avi, .gif, and .tif.
Use the Documents tab to:
Review the list of existing files associated with the Work Order
Click Add Document to associate a new document or file with the Work Order
Use the Toolbar to export the data to various formats, print, or remove the Filter fields
Filter the list using the Filter fields under the column headings. Enter data to filter the results and reduce the list. The adjacent Filter button is used to apply rules, such as 'equal to' or 'between', to the data you enter in the field.
A separate form displays when adding or editing a document. Enter the following information:
|
Field Name |
Description |
|
Application |
Indicates whether the document is associated with a Work Order or Fixed Asset. This is a read-only field |
|
Work Order / Serial No. |
The work order number or Fixed Asset Serial Number is displayed for reference and may not be edited. |
|
As Of |
Type a date or select from the drop down calendar. The default is the current date (not the date of the associated file). |
|
URL |
Click this checkbox to enter a website address instead of a document path. |
|
Path/URL |
Type or Browse for the document, spreadsheet, or other file you wish to associate with the work order. Or, if the URL checkbox is selected, provide the Internet address. |
|
Filename/URL Name |
The filename field completes automatically when you select the file by Browsing. Otherwise, type the name of the file you want to associate. Or, if the URL checkbox is selected, provide the URL name. |
|
Type of File |
Enter a short text description of the file type. |
|
Description |
Enter a full description of the associated file. This description is displayed on the Document Management tab. |
|
Comments |
Type additional comments as necessary for this image file. Comments are only viewed on this screen. |