How to create Work Order Categories
Work order categories are required and are used similar to other L2L modules that use categories.
They help arrange the work into structures or groups. This makes it easy to use in reports and filtering for the different types of jobs/work.
Here is how to create Work Order categories:
1. Hover your mouse over Work Orders
2. Click on categories
3. Click on Add New
4. Type in a code for the category (Example: Safety)
5. Type in a name for the category (Example: Safety Actions)
6. Select the dispatch type associated with the category
7. Check the box for Require Machine Selection (Note there might be cases where you may not use this)
8. Select a color for the category
9. Click on Save
Note: Here are some other options to use with categories.
A: Allow Resource Selection: Used if you want the requester to assign the job to a particular Resource
B: Show in Menu: Used for those categories that get used often as this is a quick way to filter to that group in the main work order screen. (or you can use the filter option for this function as well)
Work Orders: Area & Line association
Work Orders are a great way to utilize Dispatches for planned work. There's a project you'd really like to get knocked out, but it's not an emergency. You find out what people, tools, etc. will be required. You've found a time when that Line in that Area isn't scheduled to run, so the Line will be available. Super! Let's get that Work Order created!
From Work Orders, you click 'Add New', either by selecting + New Work Order from the green +New Dispatch arrow located the left hand side of the Models Menu.
You're ready to get going. But, wait a second. Where's the Area? Oh, there it is. Or there it isn't. Stay tuned. Okay, you found the Area. Where's the Line? What's going on?
If you can't locate the Area and/or Line you're looking for, make sure you've made creating Work Orders possible in those Area(s) and Line(s). Do this by checking the Enable Work Orders box for all Areas and Lines where you want to be able to create Work Orders. These check-boxes are located in the Area and Line setup detail pages.
Work Order away!
Associate Products to Jobs
For those who use Work Orders and want to track work that could be tied to a specific product, you can do that by adding the product when you enter a new work order.
The product information is pulling from the product setup screen in the Production Module and can be used in pulling reports by product built in the work orders module. These are automatically tied to the dispatch event when the work order launches for the job to be completed.
Note: you will need the production module activated to use this feature.
In order to do add the product, you select the product in the drop-down selection at the start of the work order creation or in the edit/schedule section of a work order after submitted. (see below)
For Reporting, you would select the product in the reports setup screen and display the results.
Example: You build multiple products and you want to see all the dispatch events you have completed for the Blue Eggs Model you have built in the last 90 days, you would use the dispatch history report or the Pareto charts reports to get this information.