Workorder

In ACTS, a Workorder is defined as a form used to create a one-time Task for an item that requires attention.  Tasks generated by Workorders are not recurring and can be associated with a Facility and/or Equipment.  To access the Workorder page from the main menu, users may select the Operations module then Workorder.

The Workorder page is comprised of the following tabs:

PAGE TABS DESCRIPTION
Information The Information tab contains the basic Workorder information, such as: Workorder Name, Responsible Person, Due Date, Description, Tracking Number, Comments, etc.
Task Assignees This tab lists the Assignees that are assigned to the Tasks from the Workorder.
Facilities The Facilities tab lists Facilities that are associated with the Workorder.
Equipment This tab lists the Equipment that is associated with the Workorder.
Correspondence The Correspondence tab logs the Correspondence regarding the Workorder.
Files This tab logs the files associated with the Workorder.

Entering Data

  1. The Workorder page will open on the Information tab.
     
  2. Update information by entering text, selecting from dialog boxes and dropdowns, checking and unchecking boxes, and entering dates into the appropriate fields.  Contact an ACTS administrator to update fields and dropdown items.  Note: All fields that require data are indicated by an asterisk (*).  Select the Save icon in the main menu at the top of the page before proceeding to step 2.  For data to appear as dropdown items, it must first be saved in ACTS.
     
  3. On the Facilities tab, users can add information by scrolling to the bottom of the page and selecting the "Add a new row" icon (i.e., the icon shaped like a plus sign).  If data for multiple rows has been added, users may select multiple items by pressing and holding CTRL and selecting the items.  Users can delete a row by selecting the icon that looks like a trashcan, and they can insert a row by selecting the arrow icon.  For a visual list of the most common icons in ACTS, click here