Work Order Management – Handling Worksheets

Work Order Management - Handling Worksheets

Work Order Management - Handling Worksheets
Although the entire work process of the system can be customized, there are some basic pillars that must be incorporated somewhere. Worksheets/work orders are just such essential elements of the work process. They have a dual role, on the one hand they make maintenance work retrievable and accountable in a strict order with continuous serial numbers, while, on the other hand, they can be used for grouping interrelated maintenance work.

If at a given site the maintenance group or subcontractor has to carry out several types of work to be able to complete the given work, or maybe a failure needs to be repaired and at the same time scheduled maintenance must be performed, then the worksheet can be used for grouping work. Several types of work can be designated to the same worksheet number at the same time, and later this will form the basis of accounting.

Worksheets are important not only from the aspect of the work process, but they also ensure one of the best connection points to financial systems, such as SAP. As the integration of the system with a financial system is of key significance, cost center structure data or staff data can be transferred already at the beginning, and later on this data will return to the financial system in the form of data ready for use.

 The system monitors the work process through statuses, which are not simply related to individual work, but also to worksheets, i.e. even to groups of work. A worksheet is ready and it can be closed (put in closed status) when each work item in it has been completed. This principle makes it easy to monitor work performance and ensures protection against work not done or delayed.

With the help of the Dashboard it is possible to attach KPI (Key Performance Indicator) indicators not only to individual events but also to the status of the worksheets, and in this way we have a number, a color or even a smiley face to show whether the maintenance work is going on as required, or whether there is work, e.g. delayed work, requiring intervention.