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

2. 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]

3. 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]

4. 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

5. 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

6. 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

7. Live Presentation of Work Order Module

8. 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?

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