Work Management Section

Work Management is a comprehensive system designed to streamline the creation, editing, distribution, and completion of work orders. This article provides a guide on managing work orders effectively using the Work Management interface.

The Work Management section is an incredibly powerful tool designed to help users manage their work orders with ease and efficiency. By leveraging its fully customizable features, users can streamline their workflow and complete tasks more quickly and effectively.

Key Benefits:

1. Customizable Grid: The section features a fully customizable grid that allows users to sort work orders by any field, making it easy to find specific tasks quickly. This flexibility ensures that you can tailor the view to suit your needs, enhancing your productivity.

2. Advanced Search: With a robust search bar, users can swiftly locate relevant work orders and data. This feature saves time and reduces the hassle of manually sifting through numerous entries.

3. Efficient Organization: Users can create work orders in advance and use the Work Management section to organize, assign, and complete them efficiently. Proper organization helps in maintaining a smooth workflow and meeting deadlines.

4. Flexible Assignment: The section allows for work orders to be assigned to a group of users, a specific user, or even sent to the cloud for access through Antero Mobile. This flexibility ensures that tasks are delegated appropriately and can be accessed from anywhere.

5. Scalability: Designed to handle thousands of work orders simultaneously, the Work Management section is robust enough to meet the demands of any workload, no matter how large.

Creating a Work Order

To create a new work order, click the  [Add] button in the Work Order Management section. You must select the appropriate equipment and task from the list to proceed with the creation.

Create Scheduled Work Orders

Click the drop-down arrow next to the plus sign and choose the option "Create Scheduled Work Orders". This action will check your database options.

Editing Work Orders

The Edit function allows for multiple work orders to be modified simultaneously. Select the desired work orders in the grid, then click the [Edit]  button. The edit window displays nine fields that can be updated. Note that saving changes will overwrite existing data in the work orders.

Deleting Work Orders

To remove work orders, simply select the desired records by checking the appropriate boxes, then click on the "Delete" option. It's important to double-check your selections to ensure that you are only deleting the records you intend to remove, preventing any unintentional loss of data.

Work Order Distribution

The Distribution option is activated once work orders are selected. This feature allows for the efficient allocation of tasks to the appropriate personnel or departments.

Completing Work Orders

Select the work orders to be completed and use the "Complete" option on the toolbar. This action finalizes the work orders and updates their status in the system.

Toolbar Options

• Print: Print the entire grid or individual work orders.
• Email: Send selected work orders via email. This option is enabled once records are selected.
• Move to Review/History: Transition work orders to the review or history phase as needed.

Work Management Grid

The Work Management Grid is a central feature for managing work orders. It includes:

• Selection Box: Use this to select records for actions like printing or emailing.
• Delinquent Icon: A red icon indicates overdue work orders. Hover to view the delinquent date.
• Needs Attention Icon: A yellow icon signals that a work order requires follow-up. Click to read the details.
• Work Order Number: Click the hyperlink to view and enter completion data in the Work Order Viewer.