Hydrant Work Order Board Setup

Hydrant Work Order Board Setup

Purpose

  1. The purpose of this article is to inform users how to add or create a new work order board along with how to manage any existing work order boards in the First Due system.  

Video



Adding a New Work Order Board

1. Navigate to the Hydrants module then select on Hydrant Work Order Board Setup.






2. Select Add Board to create a new Work Order Board.


Select Add Board to create a new Work Order Board.



3. It is required to give the new board a name and then choose if you want this board active from the Status checkbox.

Clicking the Active box will activate the work order board.  If deactivated, the work order board will not be available for use in the First Due system.


It is required to give the new board a Name and then choose if you want this board active from the Status checkbox.



4. Create a phase or phases by giving the phase a name.

Phase Names are names of phases that a work order can progress through. The first phase by default will be where work orders begin when submitted. The last phase will be where work orders are listed as being "Completed" regardless of the phase name. To add additional phases, click the + icon.



Create a Phase or phases by given the phase a name.



5. Create Work Order Types by selecting the + icon.






6. Name the Work Order Type then set the Priority Level for that type.
  • Work Order Type Add - Clicking the + icon will add additional work order types.
  • Work Order Type Name - Names the work order type. 
  • Priority Level - Allows users to specify whether a work order type is High, Medium, or Low Priority.
  • Disable/Enable  - Disabling a work order type will remove it from the selection list when creating a work order.  Disabled work order types can always be enabled by clicking the icon again. 
  • Duplicate - Duplicates the work order type to make creating new work order types more efficient.
  • Delete - Deletes the work order type. 

Name the Word Order Type then set the Priority Level for that type.



7. Once completed click on the Save icon.


Once completed click on the Save icon.



Managing existing work order boards


  1. The location of a work order board on the list can be changed by clicking on the position icon and dragging the board to its new location.


The location of a work order board on the list can be changed by clicking on the position icon and dragging the board to its new location.



  1. To deactivate a work order board, click the Deactivate icon.


To deactivate a work order board, click the Deactivate icon.



  1. To reactivate a work order board, click on the Activate icon.


To reactivate a work order board, click on the Activate icon.



  1. When deactivating or reactivating a board you must confirm to change the status of that board.

Note:  Deactivating a work order board differs from deleting it.  A deactivated board is unavailable for use but can easily be reactivated at a later time, by clicking the Reactivate button. A deleted board must be recreated. 



When deactivating or reactivating a board you must confirm to change the status of that board.



  1. To edit a work order board, click the Edit icon.


To edit a work order board, click the Edit icon.



  1. To delete a work order board, click the Delete icon.


To delete a work order board, click the Delete icon.



  1. To confirm deletion, select Confirm.


To confirm deletion, select Confirm.



  1. You are able to relocate columns and sort them in ascending/descending order.




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