Work Order Management is an add on to TreePlotter INVENTORY that allows users to store, manage, and report on work throughout their organization. Users can create a platform for work to be requested with the Service Requests layer, create Work Orders to organize planned work, and track work being implemented by their teams or through external contractors. The Work Order Management module offers robust reporting, and cost management to aid with administrative tasks within urban forestry programs.
Work Order Management:
Work Records:
- Tutorial: Work Records
- How To: Add Work Records
- How To: Update Work Records
- Tutorial: Schedule of Rates/ Work Task Costs
- How To: Add Work Records using a Work Order
- How To: Close out Work Records
- How To: Edit/Add New Work Tasks or Categories
- Video: Work Records Training Webinar
Work Orders:
- Tutorial: Work Orders
- How to: Add Work Orders
- How To: Add Work Orders using the Add button
- How To: Add Work Orders from the Work Records Data Table
- How To: Add Work Orders from the Work Records table in the Tree Details form
- How To: Add Work Orders from a Tree Inspection
- How To: Add Work Orders from a Service Request Form
- How To: Add Work Orders from the Service Request Data Table
- How to: Link Work Records to Work Orders
- Tutorial: Work Order Costs Module
- Tutorial: Work Order Print/Email
- Tutorial: Work Order Reports
- Tutorial: Work Order Close Out
- Video: Work Order Training