How to Create a Quick Work Order - Shop

Transcription

1 How to Create a Quick Work Order - Shop Step 1 From your AiM WorkDesk, click on Work Management Step 2 Click on the New ( ) icon next to Quick Work Order Step 3 1 P a g e

2 The boxes highlighted in red are required fields. o Description o Requestor o Contact o Contact Phone o Region o Facility o Property o Status o Type o Category Step 4 Enter the description of the work in the top left hand corner box. Note: You are never to change the Work Order number. 2 P a g e

3 Step 5 Requestor/Organization Field In the Requestor field, key in any part of the department s title and click on the magnifying button Select the department If you know the department s 3 digit organization code, key it into the Organization field and click on the magnifying button. This will auto populate the requestor field. 3 P a g e

4 Note: If you make an error in selecting the department o Clear out the Requestor and Organization fields o Click on the Dave button (you will receive an error message) o In the Requestor field, key in the department title and click on the magnifying glass Type in the information for contact, and contact phone. o If you are creating this work request for a client, key in the client s information Step 6 Region/Facility/Property If you know the Property number you can type it in the Property field and hit the magnifying glass. This will auto populate the Region and Facility field. 4 P a g e

5 You can also search through Region by selecting the magnifying glass. o Click on VCU o Select the Facility o Select the Property Step 7 Type/Category 5 P a g e

6 Click on the magnifying glass within the Type field Note: This will self-populate for zones Select from the following types: Administrative, Improvements, or Services Select a category 6 P a g e

7 (Note: The top right box highlighted red for Status will fill in automatically when you fill in the Type and category ) Step 8 Status Auto populates as New for phase. QuikFM customer work request will always be in New status. Departments are responsible for updating this status. If you need to update the status from New, search by clicking the magnifying glass. Select the phase status update 7 P a g e

8 Step 9 Funding Method/Work Code Group/Work Code Funding Method: Shop = shop account is charged for maintenance related work Custom = reimbursable work buildings (Housing), customers (Athletics), and/or shops (General Services, Lockshop). Update Account Setup is required Funding Method: Shop / Work Code Shop is auto populated In the Work Code Group field, type in the trade/service Click on the Work Code magnifying button. Work Code Group will auto populate Select the Work Code for this request 8 P a g e

9 Or you can search Work Code Click on the Work Code magnifying button Click on the Search button Type in the Description field (example toile) Click on Execute Click on the Work Code that fits the client s request 9 P a g e

10 Step 10 Shop/Priority The Shop defaults to your Department. This needs to be changed to the shop who is performing the work/services. Click on the magnifying button to change the shop o Click on the Shop name that will be performing the work/services 10 P a g e

11 Click on the Priority magnifying button Click on the priority (Deferred, Emergency, Routine, to be scheduled) Step 11 Asset Tag Required on vehicles, property, building systems (HVAC, AHU), generators, handicap doors, etc. 11 P a g e

12 Select the Asset The following field are not used (don t enter data) Step 12 Save Click the Save button 12 P a g e

13 If you need to edit the Work Order and/or add additional phases: o Click on the Work Order hyperlink o Click on the Edit button 13 P a g e

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