Inside a work order

Every tab on the job — readiness, who and when, best fit, tasks, parts, tools, labour, travel, warranty, costs, files, copilot and activity.

The most important screen in the product. Everything about one job.

The header

The number, the title, the asset and where it is. Beneath: the status, the priority, the type, who it is on and when it is due.

The action bar offers the moves your organisation’s state model allows from the state the job is in right now — Assign, Accept, Start work, Put on hold, Wait for parts, Complete, Close, Cancel. A button you expected and cannot see means your configuration does not allow that move from here. See the lifecycle.

Tabs

Overview

The description, the asset, the requester, the dates, the service level, and any custom fields your plant has added to work orders.

Readiness

Can this job actually be done? The tab carries a count of what is blocking it.

It lists every requirement and whether it is satisfied: parts in stock or short, tools available or out or overdue for calibration, skills and certifications somebody available holds, vendors confirmed or not.

Readiness is not a status. A job can be Assigned and not ready — which is exactly the situation worth seeing before somebody is sent.

Who and when

Assignment and scheduling. Who is on it, which team, the planned window, and the estimated duration. Assign more than one person where a job needs a pair.

Best fit

The routing recommendation: who the system would send, and why. Travel time, skills held, certifications, current workload, site calendar and vendor entitlement each contribute, and the reasoning is kept rather than reduced to a score.

It is a recommendation. You assign.

Tasks

The checklist. Steps in order, which are mandatory, and which have been done. Steps that require evidence — a photograph, a signature, a measurement — say so, and the work order cannot be closed until the mandatory ones are complete.

A step that raises a corrective work order if it fails says so before anybody answers it. When one does fail, the work order it raised is named beside the failure, so a corrective job never appears on the board with no visible cause.

Technicians work through this on the field app.

Parts

What the job needs and what has actually been issued against it.

Reserved parts are held for this job so another cannot take them. Consumption is what really left the store — that is what costs and stock levels are computed from.

Whether parts may be consumed at all depends on the status the job is in; that is a flag on your state model, not a rule in this screen.

Tools

Instruments the job needs, and which are currently out to it. A tool can be unavailable by status, unusable by condition, or out of calibration — the last is the worst, because the instrument still works and its readings are no longer evidence.

Labour

Hours booked against the job, by person, with the rate that applies.

Technicians book their own hours from the handset; supervisors can correct them here.

Travel

The journey to the job — distance and time — where it was recorded. It feeds the routing estimates the dispatch board shows.

Warranty

Whether this repair is covered, by which agreement, and on what evidence. The panel reads the recorded entitlement decision rather than deciding again, so what you see is what was concluded at the time.

See entitlements and claims.

Costs

Labour, parts, tools, travel and vendor charges, totalled. Committed cost is what is on the job now; actual cost is what has been consumed.

Files

Photographs, drawings, reports and signatures. The tab carries the count. Evidence captured at the machine on the handset arrives here.

Copilot

Ask for a classification, a diagnosis, or help with the job in front of you. What comes back is a proposal: nothing is written to the work order until somebody accepts it, and agreeing with a suggestion without applying it is a separate choice.

Empty until your organisation has agreed to switch the copilot on. See Copilot.

Activity

Everything that has happened to the job in order — every state change, who made it and when, plus comments.

Add a comment here to leave a note for whoever picks the job up next.

Audit

The full change record: every field, its old and new value, who changed it and when. Only visible to roles that carry audit permission — normally administrators and auditors.

Failures

When a job fixed something that broke, record the failure against the asset. That is what downtime, MTBF and the bad-actor ranking on Reliability are computed from. A repair with no failure recorded is a repair the plant learns nothing from.