Page Comparison

From the work orders list, you can:

• View work order details
• Dynamically filter work orders by status, category, priority, trade, provider, and weather type
• Modify work order details, including reassign work orders (for permissioned users)

You may also create a new work order and view/add notes and attachments.

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Viewing Work Order Details

The Work Orders list displays work orders for the past 90 days and 90 days in the future. This list provides a brief overview of each listed work order. To view more details, tap a work order.

Work Order Overview

• Work Order Status: A colored box indicating the status the work order is in, in line with the statuses in Service Automation. In this example, the work order is in the Open status.
  

  

• Work Order Highlights: You can see the WO trade, issue description, location info, and the assigned provider. The work order shown in the image above has the following parameters:
  • The work order trade is “Electrical”.
  • The issue description is “BACK AREA / Electrical / Wiring...”.
  • The Location ID is “001” located in “Brooklyn 11229”.
  • The service provider is “Magic Touch Facility Services”.

• Budget Insights. In this section, you will see how the In-Progress or Completed work order aligns with the budget assigned to it.
  

  Note
  Clicking on the Budget section brings you to the Budget Details page. If the work order is not assigned to the budget, you will see a note saying the work order is not assigned.

  
  

  Expand
  title Expand the section to learn more about Budget Insights on the work order.
  You will see the general information about the budget you currently viewing:  a. The Budget Level section. You can navigate between the calendars and periods to view how the work order influences your budget at different budget levels.  b. Tracking Number. The tracking number of the work order.  c. Tracking Number Budget Value. The value of the work order budget amount the budget is assigned to.  d. The Fiscal Year Name and Fiscal Period at the selected budget level.  e. The Fiscal End date shows the end date when the selected budget level becomes inactive.  f. The Budget Risk Status shows how the work order relates to the selected budget period or calendar. It may have one of the following 3 statuses:  On Track. If a work order NTE amount fits in with your budget and forecasted expenses, you will see this status.  At Risk. Shows that a work order amount may potentially lead you to going beyond the budget, and you should pay attention to it.  Overspend. This status means the work order amount is already beyond your budget for the selected period.   g. The Remaining Budget Amount in the currency you specified for your budget. The amount changes as you change the fiscal period or fiscal calendar the proposal relates to. h. NTE. The Not-to-Exceed amount of the work order.  i. The Amount Types for the selected budget period display the spend types (incurred, forecasted, total budget for a certain period). Info The incurred budget is calculated based on the Completed work orders for a given fiscal period. The fiscal period is determined by the work order completion date.  The forecasted budget is calculated:  Based on the average invoice amount for similar work orders in the same Trade and Category as the analyzed work order assigned to the budget over the past 12 months.   If work orders assigned to the budget have Approved proposals, then the Not-to-Exceed amount is used in the calculation instead.  The fiscal period is based on the scheduled date of the In-Progress work orders and the completion date of the Completed/Not Invoiced work orders.

  
  

• Scheduled Date: The number of hours and/or days after the Call Date when the service provider should check in to perform work on the requested service. In this example, the service provider is scheduled to arrive “In 1 Week”. When a provider is scheduled to arrive today, you will see a specific time. Otherwise, you will see either “In x days” or “x Days Ago” or “x Month(s) Ago”.

• Priority: Period during which a service provider should check in to perform the requested service. In this example, the priority is “7 Days”.

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Filtering Work Orders

Work Order Details

Tap a work order to view its details.

* = Your system configuration determines if you can see Related Proposals, Provider’s Phone, and/or NTE.

** = Users with edit permissions can see a pencil icon next to editable fields. See Modifying a Work Order below for more information.

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Modifying Work Order Details

Permissioned users may edit various work order details in SC Mobile. A pencil icon indicates the field(s) you can edit. The following fields may be modified:

• Status, Priority, Trade, and Category
• Scheduled Date and NTE
• Description
• Purchase Order Number that can be a maximum of 50 alphanumeric characters
• Assigned provider (See Reassigning a Work Order below.)

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Reassigning a Work Order

Permissioned users may reassign a work order to another service provider when the original provider is not able to service your location. This may be for various reasons — examples might be because the provider is not able to make the scheduled date or the work order was created under a specific trade and the provider does not service that trade.

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Creating a Work Order

From the Work Orders list page tap New WO, and then follow the steps to create a new work order.