Purpose 

This article explains how to navigate and manage Work Order Boards within the First Due Hydrants module. Work Order Boards provide a visual workflow that allows users to organize, prioritize, and manage hydrant maintenance tasks efficiently.

Permissions

Users must have the following permissions:

• Access to the Hydrants Module

• Permission to View Work Orders

• Permission to Create/Edit Work Orders (to add or modify records)

• Permission to Delete or Archive Work Orders (if applicable)

Permission access is typically managed by an Administrator within System Settings.

Video 

Directions

1. Access the Hydrant Work Order Boards

1. Navigate to Hydrants from the main menu.

2. Select Hydrant Work Order Boards. 

 

 

2. Select a Service Board

1. Locate the Service Board dropdown menu.

2. Select the appropriate work order board from the list.

 

3. Sort Work Orders

1. Click the Sort By dropdown menu.

2. Select one of the following sorting options:

   • Date

   • Priority

   • Hydrant Name

   • Work Order Number

 

4. Change Sort Order

1. Click the Ascending/Descending Sort icon next to the Sort By dropdown.

2. Toggle the icon to adjust the order of the selected sorting method.

3. Order can only be changed when more than one Item is located on the board.

 

5. Create a New Work Order

1. Click the New Work Order button.

2. Complete the required fields.

3. Save the work order to add it to the board.

 

6. Manage Work Order Status

1. Locate the work order tile within its current status column.

2. Click and hold the tile.

3. Drag and drop the tile into the appropriate status column.

Work orders automatically update based on their placement on the board.

 

7. Use Work Order Action Icons

Within each work order tile, use the available action icons to:

• View/Edit the work order

• Print the work order

• Delete or archive the work order (based on permissions)

 

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Best Practices

• Regularly review and update work order statuses to maintain workflow accuracy.

• Use sorting features to prioritize high-priority or time-sensitive repairs.

• Avoid deleting work orders unless necessary—archiving preserves historical data.

• Ensure users understand status column definitions to prevent workflow inconsistencies.

Troubleshooting & FAQs

• Why can’t I create a new work order?
  Verify that you have Create/Edit Work Order permissions assigned.

• Why is the Service Board dropdown empty?
  Confirm that Work Order Boards have been configured and that you have access to view them.

• Why can’t I drag a work order to another column?
  You may not have edit permissions for work orders.

• What is the difference between delete and archive?
  Archiving retains historical records for reporting purposes, while delete may permanently remove the record (depending on system configuration).