CSP Plus Work Order Support Section

Admin Add New Work Order

As an Admin you only have Full Rights to Add/Review/Close/Archive All Work Order.

To Add A New Work Order Click the Item Menu - " Add New Work Order"

workorder dashboard add

Step 1 - Work Order Info

Work Order Number

Select you work order Prefix - Must be Selected

workorder add 1

Note - Only Admin can create new Work Order Number Prefix - ADMIN Work Order

Created By

The Employee that was logged into CSP Plus at the time the Work Order was created

Date

The Date that the Work Order was created

Note - The Created By and Date can't be changed this is a Time Stamp on the Work Order

Contact Name

Enter a Contact Name if you require more info about the Work Order

Contact Number

Enter the Contact Phone Number

Asset

Select the Asset that you want to make the new Work Order up for.

IMPORTANT - You need to create the Assets before you make a new Work Order - Please review Add New Vechilce / Add New Item / Add New Properties

Asset Not in List

If you dont the ASSET in your List or do not want to add it into you CSP Plus - Select "Other Not Listed" from the drop down.
Then in the "Asset Not In List" Enter in the ASSET

Mileage/Hobs

Enter a Milage/Hobs

Note - You do not require to enter in a Milage/Hobs if you don't have that info.

Description

Enter a Description of the Issue

Note - Please enter at least a 10 character description.

Save Item

Click Save Item Button

workorder save work order manager

Once the Work Order has been saved CSP Plus will automatticly save the Work Order for you but depending on what Securtiy you have you will be shown differn't parts of the Work Order.

Work Order Number

The Work Order will generate the Work Order Number as well and Open the Work Order

WorkorderNumber

Email Notification - Add New Work Order

CSP Plus will email the Manager of the Asset and the Work Order Manager to notify that a Work Order has been Created.

Note - Please make sure the Manager and the Work Order Manager have a working Email Address for this feature to work. Click here

Email Notification - Close Work Oder

CSP Plus will email the Employee and the Manager once the Work Order has been Closed

Work Order Created

Once the Work Order has been created the screen will refesh and you will see more info on the Work Order Page

Step 1

Certain fields will be GRAYED OUT - This means that you CAN'T EDIT IT
Contact Name and Number can be Edited
Mileage/Hobs - Can be updated

Step 2. Work Need To Be Done

Current Stats

You can change the Status of the Work Order
Open / Started / Parts / Closed / Archive

Priority

The Priority of the Work Order

Low / Medium / High / Urgent

Category

This ties to the COST Section of CSP Plus, you have the ability to tie the Work Order to a certain Category

Estimage Reapair Date

Select from the Calendar

Total Job Hours

Before Closing out enter in how many hours the Job was for this Work Order

Step 2. Work Need To Be Done - Parts and Supplies

In the Pars and Supplies Section this give you the ability to enter in what is required to get the Work Order completed.

Quantity

Enter the Quantity of the Part

Vendor Name

Select a Vendor Name from the Drop down list.

Other Vendor

If the Vendor Name is not a Vendor you use much Select Other Vendor

Invoice #

Enter the Invoice 3 from the Vendor for Cross Referancing if you need this for Audits

Description

Enter in the Part that need to be performed on the Work Order
- Example: OIL PSI SENSOR / Oil Drain Plug / 5W 30 Oil / Oil filer

Step 2. Work Need To Be Done - Parts and Supplies ADD NEW ROW

If you need to ADD in more Parts please click the parts add Button

step 2 parts and supplies plus button

Step 2. Work Need To Be Done - Parts and Supplies REMOVE ROW

If you need to Remove a Parts ROW please click the Garbage Button parts garbage can

step 2 parts and supplies delete button

Step 2. Work Need To Be Done - Description Of Work Performed

Enter in a detailed Description of the work completed -

Step 2 Description Of Work Preformed

Once you save it it will stamp your Note on the bottom of this Work order with Time and Date as well as the Employee. You can enter as many notes as you would like.

Step 2 Description Of Work Preformed note

Close Work Order

As a Admin you have the ability to Archice a Work Order - This will File it under the ASSET you have the Work Order Open For

workorder save work order manager

Click the Close Button - A Popup Window comes up
Fill out the Reason - Must enter 10 Charactors in the Box
You must have previously entered in the Milage/Odometer Reading if this ASSET doesn't require one place tick off the box
Hit Close Work Order
Once you Close it the STATUS will change to Close
You will see a Close Note on the Bottom of the Work Order
- The Employee that Closed it
- The Date and Time
- The Reason for Closing it - This will also show on the Email that gets sent out to the Manager and the Employee

Archive Work Order

As a Admin you have the ability to Archice a Work Order - If has been created by mistake or other reasons that you feel to Archive it (This is like Deleting it). You still can view all past Archives from the Archive TAB

workorder add archive

Click the Archive Button - A Popup Window comes up
Fill out the Reason - Must enter 10 Charactors in the Box
Hit Archive Work Order
Once you Archive it the STATUS will change to Archive
You will see a Archice Note on the Bottom of the Work Order
- The Employee that Archied it
- The Date and Time
- The Reason for Archiving it