Video Tutorial on Reviewing and Accepting/Rejecting Work Orders
This video details the steps of reviewing a work order and accepting/rejecting it after review. It includes choosing a technician and reviewing details filled out by the customer that will be crucial to the service provided, such as due date and other scheduling topics.
Steps involved in reviewing and accepting/rejecting work orders:
The first part of this video will cover reviewing work orders, which starts by navigating to the work orders page. Here you can see all of the work orders as discussed in the tutorial on navigating the work orders page.
We can see that all of the work orders have already been accepted by the customer. Now, it is important to see which orders have been assigned. If the 'Assigned To' category displays a red 'Unassigned' than it has not yet been assigned to a technician. To review any work order, click into it. We will use an unassigned work order as an example.
This work order is a repair as opposed to something else such as preventative maintenance. You will first be able to see a bunch of details about the work order and building it is in, including the address, work order number, status, and priority.
Additionally, a summary by MonAI both from a customer and contractor perspective will be present. Both will give you details about the unit with the required repair, but the contractor section focuses more on any prior repairs the unit had and what they could mean.
Below, both the support ticket and equipment sections are displayed. The equipment section is more important, as typically the type of repair needed is listed, along with details about the specific unit, such as air filter quantity, type of air filter, and belt size.
We can see that the section with additional notes communicates an issue with the condenser fan motor. There are several more options on the far right of the screen including any additional work order notes, a timeline of the work order, and other current or past work orders in the same building. These tabs are very useful if there has been a similar issue in the past with a unit in the same building.
Now, we will move into the second part of the video which is accepting or rejecting work orders. As mentioned before, this work order has not yet been assigned to a technician. To do so, select the 'Accept' button in the bottom right.
You will now be able to see when the work order was issued and the latest date in which the work order should be completed. You should schedule the technician according to these dates and then choose which of your technicians you will assign this work order to.
Finally, there will be a box to check that ensures the bill will not exceed the NTE amount assigned by the customer. Check this box if you can confirm the bill will not exceed this amount. Click 'Accept' to finalize this.
On the other hand, if the work order does not appear right or does not need a technician select the reject option and explain why this is the case. Click 'Reject' to finalize this option. To go back to the full work orders page, simply click the back arrow. You can now review, accept, and reject work orders on your own!