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CSP Plus Work Order Support Section

  

Manager Add New Work Order

As an Manager you only have rights to Add/Review/Archive a new Work Order.

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

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Step 1 - Work Order Info 

Work Order Number 

  • Select you work order Prefix  - Must be Selected

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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
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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
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Asset

  • Select the Asset that you want to make the new Work Order up for. 
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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.
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  • Then in the "Asset Not In List" Enter in the ASSET

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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

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

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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

  • Will be Completely GRAYED OUT - This means that you CAN'T EDIT IT
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Step 2. Work Need To Be Done

  • This section will be Completely GRAYED OUT - This means that you CAN'T EDIT IT
  • As a Manager you will only have READ ONLY 
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Archive Work Order

As a Manager 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

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  • Click the Archive Button - A Popup Window comes up
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  • 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
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  • 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
      archive work order notes