Purpose Statement
The Work Order Board feature in the Hydrant Module allows departments to organize, track, and manage work orders efficiently. Creating customized boards helps streamline workflows by categorizing work orders based on operational needs such as maintenance or repairs
Background Information
Work Order Boards act as organizational tools that group work orders into defined phases and types. This improves visibility, accountability, and processing efficiency.
Each board can be tailored to a department’s workflow by:
Defining lifecycle phases of a work order
Assigning specific work order types
Setting archival timelines
Common use cases include separating maintenance tasks from repair operations or prioritizing urgent hydrant issues.
Required Permissions
Users must have appropriate permissions within the Hydrant Module, such as:
Hydrant Module Access
Work Order Board Setup or Configuration Permissions
Administrative or Supervisor-level access (recommended)
Video
Step-by-Step Guide
1. Navigate to Work Order Board Setup
Go to the Hydrant Module
Select Hydrant Work Order Board Setup
2. Create a New Board
Click Add Board
Enter a Board Name
Toggle the board status:
Active
Inactive (can be reactivated later)
Configure Work Order Phases
Add at least two phases:
Default starting phase (for new work orders)
Closing phase (for completed work orders)
Optionally add up to three additional phases (maximum of five total)
For each phase:
Enter a Phase Name
Define the number of days after completion before archival
Add Work Order Types
Click the Plus (+) icon to create a new work order type
Enter a Name (e.g., Leak, Painting)
Assign a Priority Level (e.g., High, Low)
5. Manage Work Order Types
Deactivate: Click the X icon
Reactivate: Click the Checkmark icon
Duplicate: Click the Clone icon
Delete: Click the Trash icon
6. Save the Board
Click the Save icon in the top-right corner
Confirm the new board appears in the board list
Best Practices
Create separate boards for different operational categories (e.g., Maintenance vs Repairs)
Use clear, descriptive names for phases and work order types
Limit phases to only what is necessary to avoid workflow complexity
Regularly review and update archival timelines to maintain system performance
Use priority levels consistently to improve response efficiency
Troubleshooting & FAQs
Q: Why can’t I create a board?
A: Verify you have the correct permissions for Work Order Board Setup.
Q: What happens if I don’t add enough phases?
A: A minimum of two phases is required to properly manage work order flow.
Q: Can I edit a board after creating it?
A: Yes, boards can be modified, including phases and work order types.
Q: Why is my board not visible?
A: Ensure the board is marked as Active.
Q: Can I reuse work order types across boards?
A: No, work order types are unique to each board.