Hydrants: Creating a Work Order Board

Hydrants: Creating a Work Order Board

Purpose Statement

The Hydrant Work Order Board allows administrators to organize, assign, and track hydrant-related work orders efficiently. This feature improves visibility into work order progress and enhances operational coordination by grouping tasks into manageable boards.

Background Information

Work Order Boards are used to categorize and manage hydrant maintenance tasks. Each board can represent a specific area, priority level, or workflow stage. Boards help streamline task assignment and tracking, especially for large departments with multiple hydrant zones. This setup is typically managed by administrative users responsible for hydrant maintenance coordination.

Required Permissions

To access and configure hydrant notification settings, users must have the following permissions:

  1. Hydrant- Work Order Boards: Access the Hydrants Work Order Boards
  2. Hydrant Work Order Board Setup: Access the Hydrants Work Order Board Setup Section

These permissions are typically managed under the Roles & Permissions section of the platform.

Video


Step-by-Step Guide

1.  Navigate to the Hydrant Module and then select Hydrant Work Order Board Setup




2. Click the Add Board button to create a new Work Order Board.



3.  Enter the name of the new board and select the checkbox to make it active.




4.  Create at least two phases: one for default and one for resolution. Optionally, add up to three more phases (maximum of five). Enter the name of each phase and specify the number of days after completion for archiving.




5.  Assign specific work order types to the board. For example, maintenance board may include painting and greasing, while repair board may include leaking hydrants and replacements. These work order types will be available only when the associated board is selected during work order creation. To create a work order type:
  1. click the plus icon
  2. define the type & the priority (e.g., Mechanical Issue - High Priority, Paint Issue - Low Priority, Clearance Issue - Medium Priority). 



6.  Manage work order types using the the following icons
  1. X Icon--Deactivate
  2. Checkmark icon--Activate
  3. Clone icon--Duplicate
  4. Trash icon--Delete




7.  Click the Save icon at the top right to save all changes.




8.  The new Work Order Board will now appear in the list.




Best Practices

  1. Use clear naming conventions for boards (e.g., “North Zone Maintenance”).
  2. Group work orders logically to reduce confusion and improve tracking.
  3. Avoid frequent deletion of boards to maintain historical data integrity.
  4. Regularly review board order to ensure high-priority boards are easily accessible.

Troubleshooting & FAQs

Q: Why can’t I see the Add Board button?
A: Ensure you have the correct permissions assigned under your user role.

Q: What happens when a board is deactivated?
A: Deactivated boards are hidden from the active view but not deleted. They can be reactivated at any time.

Q: Can I recover a deleted board?
A: No, deletion is permanent. Consider deactivating instead of deleting if unsure.


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