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Facilities Work Order Management

Facilities Work Order Management

Owned by Nick E. Schwake
Last updated: Nov 15, 2011Version comment

Overview

A Work Order is one of the core objects in FACserv. Work Orders are used to assign tasks to shops and individuals. By default one Work Order is created automatically for each job. Work orders can be added by "tagging" a shop from another Work Order or from a job. There is no limit to the number of Work Orders associated to a job. Charges for work are placed on Work Orders.

States

<Document pending>

Transitions

User can perform the following transitions:

  • Complete
  • Reopen (uncomplete)
  • (Un)Cancel
  • (Un)Retire
  • Activate
  • Revise

Some transitions are restricted:

  • Cannot Cancel/Retire a work order with charges, even is the charge amount is zero.

Notifications

Three different Work Order notifications. Only users who specifically request to be notified on Work Order transitions will receive these notifications.

Cancellation

Sent the first time a Work Order is canceled.

Subject: Work Canceled on Facilities Job 112917,  Work Order 112917-1,  Steinhaus Hall  (Bio Sci 1) Floor 0 Room B020B-HVAC

This email is automatically generated to inform you that Work Order 112917-1
Related to the following request:

Facilities Management Job Number: 112917
Description: Planned notification test 1.
Location: Steinhaus Hall (Bio Sci 1)\Floor 0\Room B020B

has been canceled.

Multiple trades might be assigned work orders on a job, and each trade may close their work order at different times. You will receive a separate email notification as each work order is canceled and when the job has been canceled.

If you have any questions, please feel free to call Facilities Management Customer Support at (949) 824-5065.

Thank you,
Renee Mihalovich
Customer Service Representative
Facilities Management

Completion

Sent the first time a Work Order is completed.

Subject: FM Carpentry Shop completed work on Work Order 112917-2   Steinhaus Hall  (Bio Sci 1) Floor 0 Room B020B-Carpentry

Thank you for utilizing Facilities Management services.

This email is automatically generated to inform you that Facilities Management has completed:

Work Order Number: 112917-2
Work Unit: Carpentry

Related to the following request:

Facilities Management Job Number: 112917
Description: Planned notification test 1.

Location: Steinhaus Hall (Bio Sci 1)\Floor 0\Room B020B

Work Unit(s) Assinged: Carpentry

A separate work order is generated for each Facilities Management work unit assigned. You will receive a separate email notification as each work order is completed and also when the entire job has been completed.

If you have any questions, please feel free to call Facilities Management Customer Support at (949)824-5065.

Thank you,
Renee Mihalovich
Customer Service Representative
Facilities Management

Close-out

Sent the first time a Work Order is closed out. Example below:

Thank you for using the services of Facilities Management.

This email is to inform you that Facilities Management has financially closed job 106010 Engineering Tower (Engineering Unit 1) Floor 1 Room 0102-HVAC.
Description: UNCANCEL TEST 2.

The billing has been applied to 720000-19900-03-0-0086.

If you have any questions, please feel free to call me at (949)824-4860 or fmcsr@uci.edu.
Thank you,
Renee Mihalovich
Customer Service Representative
Facilities Management