This application enables customer service requests, asset or equipment work orders, scheduling, work cost estimating, service standards, e-mail auto-notification, due dates and warning, multi-phase tracking, compliance check lists, auto-generation or recurring tasks etc. Bolstered by its extenders this module is also capable of preventive maintenance planning and service standard enforcement.
- Notify via e-mail assignees to whom a new service request or work order has been assigned. Assignees can be an individual or a group of e-mail recipients. Likewise, notify the requestor once the requested work has been completed or to seek additional instructions and/or information on the order.
- Create multiple work order series each with specific assignees lists, user-defined fields, requestors and numbering schemes. A work order series can be assigned to a department or reserved for a certain type of requests e.g. Water Services.
- Link a vehicle, other equipment, or a fixed asset such as a road section to a work order. On each asset or equipment, view all completed and outstanding work orders and glean valuable maintenance history or inefficiencies.
- Respond efficiently to citizen service requests by assigning issues to appropriate parties. Requests include: the nature of the issue, the location of the issue and of the citizen, the severity and priority, expected scheduled date and mandatory due date etc.
- For large multi-step work orders, create parent and child relationships between work orders. As child work orders or service requests are completed under an assigned master work order, the master work order progresses to ultimate completion.
- Book resources to accomplish a task on a work order or service requests. Once the work order is completed, the resources can be released and rescheduled to accomplish another task. View and print all resource required to complete a work order and verify availability online.
- Perform preliminary cost estimates using resource costs, activity costs or manual entry. As costs are posted against the work order (in Work Manager Foundation), compare the estimate to the actual costs posted.
- For routine tasks, create standard checklists of ‘to do’ items which can be printed and given to the recipient of the work order or service request. As items on the list are completed, the worker can indicate completion in checkboxes.
- Create user defined fields by work order series to capture data pertinent to the type of request being issued. User defined fields can be entered using straight entry, drop list or lookup tables and can also be marked as required fields.
- Perform ad-hoc queries on any number of criteria on individual work orders or lists within series. Combine queries to drill down to select entries and glean desired information e.g. all requests created by John B for location Ward 1 during week 34.
- Track all costs posted against a work order and recuperate these costs by billing a predefined customer. Add a markup percentage to the base costs or assign billable rates to items such as employee labour, stock, equipment etc.
- When used in conjunction with Work Manager Foundation and Asset manager Foundation, Service Manager Foundation enables the processing of Asset work orders for maintenance and Job, Activity and Object codes for financial costing and reporting.
