Work Order

Work Order Management scenario here provide insights into handling task based assignments, which helps you visualize how this functionality is put into practice and makes it more relatable and approachable.

Work Order Management in Asset Maintenance and Repair

Goal

Efficiently manage and execute Work Orders within a facility management context, leveraging Apex capabilities to enhance service delivery and operational efficiency.

Scenario

Novatech Inc’s Asset division, manages several Assets across various locations. Recently, an issue was reported by an employee regarding laptop device displaying battery errors upon switching on. James the analyst, needs to create and manage Work Orders to resolve the issue, which includes diagnosing the problem, sourcing replacement parts, and coordinating with maintenance staff to implement the repairs.

User Persona

Analyst James

Solution

James utilizes the Apex platform to streamline the process of managing the reported issue. By creating and tracking Work Orders, he  ensures timely resolution and optimal use of resources, thereby minimizing disruption to office operations.

Steps:

To achieve the goal, perform the following steps:

1. Login to the Apex application.

2. Navigate to the Work Order Management module.

3. Click View Details on Manage Work Order option.
   Fill out the necessary details for diagnosing the issue. This includes specifying the and nature of the problem along with the Errors.
   

4. Use the General tab.

   Define the scope and priority of the Work Order. Assign it to the team responsible for initial diagnostics.
   
   Figure: General

5. Utilize the Messages in WO to communicate with team members about specific tasks or requirements regarding the issue.
   
   Figure: Messages

6. Create a Checklist for Tasks.
   
   Figure: Checklist

7. Link Related Work Orders and Requests.

   Use the Links WO feature to connect related tasks, such as sourcing replacement and scheduling, to maintain a cohesive workflow.
   
   Figure: Link

8. Monitor Work Order Timelines.

   Track the progress of each task through the Timeline WO section. This provides a visual representation of the project's timeline and allows Emily to ensure deadlines are met.
   

9. Completion and Closure of Work Orders.

   Once all tasks are completed, and the Battery issue is resolved, James reviews the work completed and closes the Work Order.