The Context in the Work Detail Tab Container is a specific Work Order or Inspection, and Context History will contain the Work Order and/or Inspection details of each of these that have already been viewed during your Property Manager session. You can use the Find Work pop up to search for your Work Order or Inspection by its number, the community or company it was created for, its source (Resident Request, Inspection Deficiency, Staff Request or Recurring Maintenance), its priority (High, Normal or Low), and/or by the date it was reported, due, planned to start, closed, etc. When Work Orders are attached to a Project, you can also search for those Work Orders by the Project ID or Project Description.
Printed Work Orders and Inspections will contain all the important details necessary for the party doing the work or inspection from a printed copy.
Except for the General Information tab, each of the other tabs will include an indiction in their title as to how many records exist on each tab for the Work Order or Inspection selected in Context.
Many common/everyday Work Orders and Inspections are created from Templates:
▪ You have Additional Check Templates to be used to quickly add Line Items to a Work Order for additional things to check. For example, if you need to create a Work Order to fix a sink in a bathroom, select an Additional Check template on the Work Order that will also have the person doing the work check for things like leaking toilet, cracked mirror, damaged flooring, etc.
▪ You have Problem Templates to be used to create a Quick Start Work Order to handle common problems for Locations and Location Items in your Communities, Buildings, Units and Amenities. When you are in the Create New Work Order task and select the "Quick Start" parameter, you will be presented with a list of all Problem Templates that relate to Community, building, Unit or Amenity the Work Order is being created for.
▪ You have Work Order Templates to be used to create Work Orders from schedules set up for these templates (I.e. - annual maintenance/cleaning that needs to be done). Work Order Templates can also be added to Event Templates so that Work Orders are created when a certain event occurs (i.e. - Move-In, Move-Out or Annual Recertification).
▪ You have Inspection Templates to be used to create Inspections that need to be done for various reasons (I.e. - before 3rd party regulatory inspections are performed, inspect Health & Safety issues, inspect different aspects of Buildings & Grounds) either on a schedule or on a manual/ad hoc basis. Inspection Templates can also be added to Event Templates so that Inspections are created when a certain event occurs (i.e. - Move-In, Move-Out or Annual Recertification)
▪ Vendors are added or maintained at Vendor Detail.
▪ Community Maintenance Definitions are maintained at the Community Detail > Maintenance > Maintenance Definition tab.
▪ Building Maintenance Definitions are maintained at the Building Detail > Maintenance > Maintenance Definition tab.
▪ Unit Maintenance Definitions are maintained at the Unit Detail > Maintenance > Maintenance Definition tab.
▪ Locations, the Location Item Definitions with its set of Location Item Tasks and Location Item Deficiencies are maintained at the System Administration > Maintenance Setup tab.
▪ Materials and Materials that go with Tasks are maintained at the System Administration > Maintenance Setup tab.
▪ Skill selections are maintained at the System Administration > Maintenance Setup tab.
▪ Unit of Work selections are maintained at the System Administration > Maintenance Setup tab.
For more information about each tab, refer to the tab topics below:
▪ General Information
▪ Billing
▪ Project
Note
The Additional Checks tab can be suppressed from Work Detail, if you do not wish to perform Additional Checks with your Work Orders. To suppress, deselect the "Show Additional Checks tab?" parameter System Administration > Maintain Lookup Tables - Business Constants. When this tab is suppressed, the Additional Check step in the Create New Work Order, Create New Related Work Order, Close Selected Work Order and Record Status for Selected Work Order tasks will also be suppressed.
The Billing tab can be suppressed from Work Detail, if you do not wish to maintain Billing and Tenant Chargeback details for your Work Orders and Inspections. To suppress, deselect the "Show Billing tab?" parameter System Administration > Maintain Lookup Tables - Business Constants. When this tab is suppressed, the Billing & Tenant Chargeback steps in the Close Selected Work Order, Record Status for Selected Work Order, and Record Inspection Results tasks will also be suppressed.