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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. Example below:

 Thank you for using the services of Facilities Management.

 This email is automatically generated to inform you that Facilities Management Fumehoods Shop has canceled the work you requested on work order 106010-2 Engineering Tower (Engineering Unit 1) Floor 1 Room 0102-Air Safety Systems.
 Description: UNCANCEL TEST 2.

 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 me at (949)824-4860.

 Thank you,
 Renee Mihalovich
 Customer Service Representative
 Facilities Management

Completion

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

Close-out

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

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