Work Order: Optimizing your Work Order Process

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Presentation transcript:

Work Order: Optimizing your Work Order Process Vincent Yee, P.E., vyee@nexgenam.com User Conference | October 19, 2016 9:00 am – 9:30 am

Work Order Improved List View with more details including status, priority, supervisor, lead [UX] Work orders on map view [UX] Grid view provides advanced search, grouping & filtering [O] My Work Orders [UX] Expanded filtering & searching capabilities [UX] Create WO from template to expedite process [O]

Work Order Details Change status by clicking on steps [O] Color coded priorities [UX] Modifications to details loads much faster in specific sections to edit [O] Comments field that stamps user & time of each comment [UX] Check off assets after completion & hide complete [O] Load checklists from task for standard operating procedures [O] Specific user defined fields to collect data for each work order task [UX]

NEXGEN Work Order User Experience [UX] Easily switch between List, Grid and Map Views List – preview of WO Grid – personalized preferences for advanced filtering & grouping Map – spatial references of WO Quick view of attachments & links in Comments feed with stamp of user & date/time to improve communication

NEXGEN Work Order Optimization [O] List view provide users with brief WO and improved filtering and sorting processes Color coded priority and status Multiple edits and multiple prints in list view Quick Status change by clicking the steps Linked WO for work flow Standard operating procedures with preloaded checklists based on tasks Next asset as user completes each asset in WO Next asset on map view as user completes each asset in WO WO from template

NEXGEN Work Order Asset Management Intelligence [AMI] Job costing for labor, equipment, parts and misc costs Shutdown & Interrupted Service to track reliability Safety to track Flags assets in WO that are still under warranty

Live Presentation of Work Order Module

FAQ How to make sure assets in WO are not under warranty? How do I attach WO costs to specific assets for WO with multiple assets? What happens if I attach WO cost to a few assets? What happens to the costs for remaining assets? What happens if attached cost to an assets and added additional assets after I have entered the resources? Does it redistribute the cost? What is the difference between shut down and interrupted service? Do both track downtime? How do I enter meter readings to assets in WO? What happens during my WO, I discover the need for another corrective WO? Do I create a linked WO or a new WO? During WO, I want to enter additional infomormation for an inspection not in WO UDF, how do I create inspection?

Questions Work Order: Optimizing your Work Order Process Vincent Yee, P.E. vyee@nexgenam.com 916.779.7300 User Conference | October 19, 2016 9:00 am – 9:30 am Work Order: Optimizing your Work Order Process