Work Order Resolutions

□	Any number of Work Order Resolution Codes and their related Descriptions may be created for the purpose of categorizing how and why Work Orders were required, and subsequently completed.

•	These Work Order Resolution Codes and Descriptions should be assigned to a Service Request, either:

•	As you Complete a Service Request,

•	And/or while using the Work Order Invoicing & Review Form to Invoice Service Requests after assigning Labor and/or Materials costs to a Service Request record prior to Completing that Service Request.

•	Ultimately, by assigning one of these Work Order Resolution Codes to each completed Service Request, you will be able to analyze that Service Request Resolution data using the Service Calls by Resolution report.

•	Some (typically used) examples of Work Order Resolutions Codes and Descriptions are:

Code Description (Explanation - Not a field - For information only)

OK Work Completed & Tested OK (Everything required was successfully completed)

II Installation Issue (No Charge because this was a follow-up repair on a recent installation)

SI Service Issue (No Charge because this was a follow-up repair for a recent service call)

PWR Parts - Warranty Replacement (Part used seems to be failing frequently)

RB Replaced System Battery (Replacement of the Gel Cell backup power supply)

RM Replaced Motion Detector (Replacement of a Motion Detector)

UE User Error/Training Issue (Service Request was the result of a User Error or Training Issue)

UPG System Upgrade (Service Call for System Upgrade installation)

□	Entering a Work Order Resolution Code and Description:

•	To open a Work Order Resolution Form, on the Maintenance Menu, Select Service Tracking Items and Choose Work Order Resolutions.

HelpFilesWorkOrderResolutionsForm

Work Order Resolutions Form

•	This Work Order Resolutions Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.

•	Navigation Menu - The Navigation Menu is located at the top of the Work Order Resolutions Form.

HelpFilesNavigationBar-Generic

•	This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as special Print and Search functions.

•	Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Work Order Resolutions Form.

•	Table View tab - A tabular (spreadsheet style) Table View of the currently defined Work Order Resolution records is accessible by Clicking the Table View tab at the bottom of the Work Order Resolutions Form.

•	To display a specific Work Order Resolution record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter).

•	This Table View information may be Pinned in Place by Clicking the Pin Icon on the right.

HelpFilesWorkOrderResolutionsTableView

Work Order Resolutions Form - with Table View tab Pinned Open

▪	You may Un-Pin this Table View by Clicking the Pin Icon again.

▪	Click on any listed record to display that information in the center (Main Body) of the Form.

•	Each data column's Header Name describes the data contained in that column.

▪	Clicking on a Header Name will set the order in which the (Work Order Resolutions) data will be listed.

▪	Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending).

▪	The Header Name that is determining the Order of the (Work Order Resolutions) data, will have an Icon - indicating the Order in which it is displayed - to the right of that Header Name.

•	There are three columns of data in this Work Order Resolutions listing:

1)	Code - 4 alphanumeric characters (0-9, a-z or A-Z and normal punctuation) representing this Work Order Resolution.

2)	Description - The Description of the Work Order Resolution.

•	To define Work Order Resolutions:

•	Click the New (/) Icon to start the Work Order Resolution entry.

•	Code - Enter up to 4 alphanumeric characters (0-9, a-z or A-Z and normal punctuation).

•	Description - Enter a brief Description (up to 30 characters including upper & lower case letters, numbers and standard punctuation).

•	Click the Save (<) Icon to record this Work Order Resolution entry.

•	Repeat as needed.

□	Using these Work Order Resolution Codes:

•	The Service Manager, viewing the Service Calls by Resolution report, may see a list or Completed Work Orders for any combination of the options shown below.

HelpFilesServiceCallsByResolutionOptions

Service Calls By Resolution - available reporting options

•	Service Calls by Resolution report options:

•	Subscribers - All Subscribers or a specifically Selected Subscriber,

•	Service Types - Containing all Service Types or a specifically Selected Service Type,

•	Resolution - Assigned any Work Order Resolution Code or a specifically Selected Work Order Resolution Code and/or

•	Technicians - For all Technicians or a specifically Selected Technician.

□	Using the Special Functions on the Navigation Menu at the top of the Work Order Resolutions Form:

•	Print - Click the Print Icon to View and/or Print a list of the Work Order Resolutions.

HelpFilesDoYouWishToPreviewTheReportFirst

•	Yes - Click the Yes button to View a copy of the report.

HelpFilesWorkOrderResolutionsPrintPreview

•	No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File.

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•	Cancel - Click the Cancel button to close this Print question and return to the Form.

•	Search - Click the Search Icon to open the Search Work Order Resolutions dialog.

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Search dialog

•	See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog.