Field Work Orders

Summary

To access a specific section of the document, click one of the links below:

• Field Work Orders Page (Field Work Order List)
  • + Add a Work Order
  • Work Order Hours Summary button
  • Consult Hours Worked
  • Field Work Order Status in maestro*MOBILE
  • Field Work Order Short Description
• Field Work Orders Page (Individual Field Work Order)
  • Project Identification
  • Take Attendance
  • Enter Time
  • Signature and Complete Buttons
  • Other Options on the Page
  • + Add a Linked Work Order Button

 

Field Work Orders Page (Field Work Order List)

The first page displayed when opening the Field Work Orders interface provides options that will allow users to add a field work order, view all hours worked during a specific pay period, and see or complete existing field work orders.

+ Add a Work Order

As indicated by the button’s name, this option provides the opportunity to add a new field work order. A user can either create an all new work order, or, to speed up the process, copy the attendance of an existing work order’s resources (Resources), or copy the work order’s resources as well as the hours and bonuses (Resources, Hours and Bonuses), or the resources, the hours and the bonuses, the items to bill and the material.

Work Order Hours Summary

The Work Order Hours Summary screen is a view-only screen. Work orders created by the current user can be filtered by date, by specifying a start and end date.

This page displays hours grouped by employee, in the form of cards. The details of each card include date, work order number, project code, project description, activity, trade, year or level of apprenticeship, annex, rate type, number of hours, and bonuses entered for the work order. Click + to unfold a card and - to close it.

Consult Hours Worked

The Consult Hours Worked option allows users to view their worked hours for a given pay period. Once they press the button, users access the Hours Worked page, where they select the Display Pay Period Starting: from the drop-down list of the same name. The hours worked by the employee are then displayed for each day contained in the pay period, no matter if the hours were for project dispatches, service calls, or field work orders. Worked hours can be seen according to the selected pay period Only four pay periods are allowed in maestro*MOBILE – in addition to the current one. Posted hours include those from uncompleted days, but not the bonuses. The displayed hours indicate what was entered by the user; the actual “final” hours may be different if modifications were made in maestro*, after the transfer. , day, and assignment. It is also possible to look at the assignment’s content by pressing them (read-only mode).

The Approve button allows the user to confirm their hours, which they can see displayed on this page. Approving the hours will generate a form signed by the user (signature from their employee record) and this form will be added to the document management option for this employee.

Field Work Order Status in maestro*MOBILE

Field work orders have one of two statuses: Ongoing or Previous; the active status is displayed and underlined in blue. Users simply press on the appropriate heading to display the corresponding work orders:

Status	Description
Ongoing	Groups ongoing, uncompleted or completed field work orders for the current date.
Previous	Includes field work orders that were completed by a maestro*MOBILE user on a previous date. NOTE: Field work orders are presented from the most recent to the oldest one.

Field Work Order Short Description

The Field Work Orders page lists all field work orders along with a short description, whatever the work orders’ status in maestro*MOBILE. The following information is displayed for each work order, under the date.

Information	Description
Work Order Number	Field work order number; it is automatically generated by maestro*MOBILE.
Status	Progress status of the selected field work order, chosen from the available statuses of the Define Progression States option (maestro* > Projects > Maintenance > Work Orders > Define Progression States).
Description	Description of the selected field work order, as entered by the user.
Customer Name and Number	Name and number of the customer.
Project Name and Number	Number and name of the project to which the work order is linked.
Address	Project address.

 

Field Work Orders Page (Individual Field Work Order)

The Field Work Orders (individual) page was developed using the same template as the Project page (which can be accessed through the interface of the same name). The buttons and options are described below.

Project Identification

The section providing information related to the field work order restates the work order’s short summary.

Take Attendance

This option, also available in the Project interface, enables users to confirm their attendance on the work site. However, in the Field Work Orders interface, it is not necessary to perform this step; creating a field work order implies that users have confirmed their presence. That option therefore defaults to completed and displays 1/1, indicating an employee must be and is present.

Users can still access the option to add other employees, a team, or equipment, to indicate their absence, or to mark them as being unused. The teams, employees, and equipment must have previously been configured in maestro* (using the Security Management option) and users need the appropriate authorizations to add resources in maestro*MOBILE.

Every default equipment specified in an employee file in maestro* and linked to this employee (either default equipment or additional equipment) is displayed when taking attendance or entering time for a field work order.

Enter Time

Time worked is logged through the Enter Time option. If more employees, teams, or equipment were added using the Take Attendance option, their time must be specified here.

Entering time can be done individually or as a group. Users can also indicate what type of rate it was whether Regular, Overtime, or Double. A bonus or allowance can be added to a field work order even if it does not contain worked hours.

Signature and Complete Buttons

The Signature and Complete buttons enable users to close the field work order in maestro*MOBILE. Depending on the parameters set beforehand, the Signature To ensure the customer’s signature is required, users must select the appropriate configuration in Customer Management: maestro* > Invoicing > Maintenance > Customers > Customer Management. Under the Mobility tab, the Signature drop-down menu offers the following options: Optional (default), Required or Not Required. button may be the only one displayed.

The Signature button brings up the Work Order Summary; a contact name and customer signature are needed to close the work order.

It is also possible to manually enter an email address undert the Signature option.

Pressing the Complete button allows users to close field work order without requiring a signature.

Once completed, the field work order can only be modified in maestro*.

Other Options on the Page

The options described below are optional as the field work orders can be completed even if they were not viewed or modified.

Other Options on the Page

Options	Used to
Contacts	View the name and contact information of the project’s resource people. Users cannot add contacts themselves (unless doing it through the Additional Fields option).
Material & Billing Items	Select the items required to complete the field work order. NOTE: it is possible to add items that will be billed (or not), and these items may be in catalogue or not, as well as in stock or not.
Material Requisitions	Create a requisition to purchase material items required to maintain or repair equipment if this item is missing. Just like for the Material & Billing Items option, it is possible to select items that are in catalogue or not, with a bar code reader or not. Users can also view all ongoing requisitions related to this project.
Orders	Create a catalogue order pertaining to the work order: add at least one item to the order and, if applicable, photos and documents.
Recommendations	Provide a recommendation pertaining to the equipment’s maintenance or repair, either by using a Predefined Sentence or entering text.
Documents/Photos	Attach photos to the field work order or view documents (contracts, fact sheets, etc.) as reference.
Work Address	Indicate where the work is being performed.
Additional Fields	Enter or take down additional items, such as the customer’s product number. NOTE: Using this feature requires the input of a Maestro technician and prior configurations in maestro*.
Work Order Summary	Display information related to the field work order: work site address, customer, work description, project, used or billed items, worked hours, and work status. NOTE: The work order summary is displayed in the customer’s preferred language.

+ Add a Linked Work Order

The + Add a Linked Work Order button allows users to create an all-new field work order from the data of an ongoing or completed one. At the same time, it links the work orders for billing purposes.

 

See also

• Using the Field Work Orders Interface
• Field Work Orders Interface Icons

 

Last modification: novembre 08, 2024