Orders
Everything about orders to get you started
By Rubin and 1 other2 authors22 articles
- Orders awaiting releaseYou can use the Release Requests report to see all orders that are awaiting release, helping you track outstanding approvals before jobs are issued to contractors.
- View order notesView and add notes on an order from Site View or the Admin area, depending on your access level.
- Order description character limitYou can manage order information effectively by keeping descriptions within the 900-character limit and using attachments for any additional details.
- No options available when selecting equipment on a calloutYou can resolve issues where no equipment options appear on a callout by checking whether the equipment type is asset managed and ensuring the required assets are set up.
- Undo an On-Site status on an orderYou can undo an On-Site order status if a visit was logged by mistake, so you can record the correct arrival or visit.
- Change the budget for an orderYou can change the budget (accounting type) assigned to an order when it has been raised under the wrong category.
- Undo a PMV approvalYou can update the status of an approved PMV order to correct a mistake made during the approval process.
- Undo the last visit in a PMV orderYou can undo the last visit on a PMV order, with different outcomes depending on whether the order is in Approved or Incomplete status.
- Change response times after a callout has been raisedYou can change the response time on a callout before it is released to the contractor.
- Add notes and photos to completed ordersOnce an order has been completed you can still add relevant notes
- Check linked ordersView linked orders, such as quotes or remedials that originate from an initial callout.
- Recall order processYou can differentiate recall orders by the R at the end of the order number. These follow-up orders are free of charge and sent straight to the contractor to completeā¦
- Process a parts-only orderConfirm delivery of materials or replacement parts when no engineer visit is required to close out the order.
- Unable to place a recall after a completed orderSet the recall window in Contractor Settings to allow re-attendance on completed orders within a defined timeframe.
- Chase contractors overdue ordersYou can send a chase message to contractors directly from the job details when a visit is overdue.
- Reduce cost or credit an orderYou can reduce the cost of an order before it is paid or raise a credit if the order has already been paid.
- Troubleshoot a locked orderExplains why an order becomes locked and what to do when another user is editing it at the same time.
- Place an order on holdYou can place orders on hold for further information from the unit managers.
- Release and Approve ordersManagers are able to review, approve, and release orders that fall within the units they are assigned to.
- Place or cancel ordersYou can request a contractor to complete repairs or other tasks by placing a callout to a specific location.
- Place supply only orderYou can place supply only orders directly with approved suppliers.
- Raise odd jobsThe odd jobs feature allows you to create a list of tasks for a contractor and place a callout for them.