Planning and execute work orders
Process flow

Assign work order template

Plan work order on Service Plan Board

Execute work order tasks (Mobile App)

Use the DynaRent Mobile app to start, do, and finish scheduled service and maintenance tasks. This flow shows required activities to work on service and maintenance task using the DynaRent Mobile app. You can process all activities or skip one that nor required for specific task as desired for your situation.

Execute work order tasks (F&O)

Once a new work order is created there are several elements of a work order that should or could be edited. 

If not previously setup through the work order template, the requested start and end date/time must be entered on the work order. This is to ensure the work order will appear on the graphical plan board for planning to resources. 

• Journals (Hour/Expense/Item/Fee) can be inputted on the work order line. Hour journals can also be automatically populated based on the task and parameter setup. 
• New registrations can be added to the work order from the work order line: Item requirements, purchase order, sales order etc. 
• The work order status can be updated from the work order line.

During the process of previously creating tasks to be used on this work order line, a Status group should have been setup. A status group is where setup can be done to allow/disallow certain registrations (and journals) depending on the current status/stage of the work order or disallow registrations completely.  

The should have been a previous setup of a status group in the task (the task that is now used on the work order line). This setup can allow/disallow certain registrations and journals, depending on the current status/stage of the work order or disallow registrations completely.  

• Functionalities such as rental transactions, status history, resource planning, work order task checklist and task requirements can be checked from work order line tab.

If item requirements are added to the task, to view these items on the work order, the work order parameter ''Auto create maintenance item requirement'' must be enabled.