Work orders
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Written by CustomerSuccess Team
Updated over a week ago

In this section you can configure options and permissions in the WOs:

Options and permissions:

  • Allow adding attachments in finalized WO: Fracttal One is a fully auditable software, complying with the most important quality standards. For this reason, once the WO is finished, it is not possible to cancel it or make any kind of editing to it. However, by enabling this permission it is possible to add attachments (notes, links or files) to the finished WOs.

  • Allow end/cancel WOs with pending material requisitions: Naturally, Fracttal One does not allow a WO with pending material requisitions (i.e., the material has not been issued from the warehouse module) to be finalized or cancelled, forcing the respective process to be performed in the warehouse. However, by enabling this permission it is possible to finalize or cancel a WO in which the material requisition has not been issued from the warehouse.

  • Set the end date of out of service of the assets with the date of completion of the task: By default, the out-of-service end date is the date on which the WO linked to the task is completed. By enabling this option, the out-of-service end date will be the task end date (i.e. the end date of its execution)

  • Allow assigned human resources to be responsible for the WO (multi-responsible): By enabling this function, any user with a technical (or limited technical) profile who is added as a human resource within a WO will be able to see the WOs in which he/she is participating as a service performer. Remember that if this option is disabled, the user with a technical profile will only be able to see the WOs in which he/she is declared as 'responsible'.

  • Allow editing the real used quantity with pending material requisitions: Naturally, the actual quantity used of inventory type resources is set according to the output made in the warehouse, however, by enabling this option it is possible to edit this field (actual quantity used) within the WO.

  • Allow technical profile users to visualize costs WOs: By enabling this function, any user with technical profile (or limited technical) who is added as a human resource or responsible within a WO will be able to view the costs associated to the resources attributed to the tasks within the WOs.

  • Allow to qualify the WOs even though it is under review: Enabling this function allows to rate the WO under review, since being disabled only allows to rate the WO when it goes from 'in process' to 'review' status.

  • Filter human resources according to the selected profile (within a task): Enabling this function, when choosing a Human Resource profile within a task, when locating the source of the human resource, it will only show the human resources that have that profile in the 'ordinary hour value' field.

  • Automatically generate link to share all WOs: Enabling this feature allows to generate automatic links to share WOs.

Work Order ID:

Here you will be able to customize the correlatives that work orders will have in terms of prefix and suffix, along with the issuance sequence of the generated work orders.

Prints:

  • Print format: Here you will be able to choose between the four types of formats existing in the platform for your work orders. Note: The formats are not editable beyond the editing options you will find in this sub-module.

  • Print options: Allow you to print (or not): Human resources, inventories, services, costs of resources used within a WO, customized asset forms and last reading recorded on the accumulator meters associated with the asset.

Note: Once you have made the necessary changes, click on the save button to register those changes.

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