The Work Orders export allows users to download work order data from an account for use in reporting. The Work Orders export can assist system owners with tracking work order details by region/division, location, status, servicer, work type, or any of the other available fields.
Overview:
- Export format is .csv
- Export includes 30+ columns of data associated with Work Orders
- Export reflects any filters applied in application on the Work Orders page
- Export reflects user level location permissions
- Export can be scoped by work orders due date and scheduled date
- Work Order status is either Open, Closed, or Canceled
- Work Order type is either Trouble/Problem Ticket or Scheduled Maintenance
Calculation Methodology
- Work Order Status :
- Open : this is the default status for a work order that is not Closed or Canceled. This status is used to signal that service records are not complete, and/or additional visits may occur on the Work Order Number. The status reason on an Open Work Order will provide more details on why a work order is not ready to be Closed.
- Closed : Work Order closed by user. This status is used to show record is complete, and no further service is expected on the Work Order Number
- Work Complete : this is a status between Open and Closed that applies when a work order is marked for Close but requires admin approval. Before admin approval is provided, the work order will sit in Work Complete. After admin approval is provided, the work order will update to Closed.
- Canceled : Work Order canceled by user. When user selects the option to Cancel a Work Order, they must select a reason for the cancellation using one of the Status Reasons: Duplicate Entry, Problem Resolved, or Work Not Needed
- Work Order Status Reason :
- Not Started : the status after Work Order creation. No service events present on work order.
- Awaiting Service : this reason can be updated manually by an account Administrator to reflect that a work order requires additional service.
- Corresponds to a Work Order Status Open
- Work In Progress : when a Work Order is has service that is saved for later and not completed yet.
- Corresponds to a Work Order Status Open
- Duplicate Entry - this reason is selected when a work order is cancelled because it is determined to be a duplicate work order of record(s) already documented in trakref.
- Corresponds to a Work Order Status Cancelled
- Waiting on Parts : this reason can be updated manually by an account Administrator to reflect that a work order is still in progress and, specifically, they are waiting on parts to deliver in order to complete work associated with the work order number.
- Corresponds to a Work Order Status Open
- Work Not Needed - this reason is selected when a work order is cancelled because it is determined the record related to the work order is no longer needed, or is not an activity that needs to be documented in trakref.
- Corresponds to a Work Order Status Cancelled
- Under Evaluation : this reason can be updated manually by an account Administrator to reflect that a work order requires additional review.
- Corresponds to a Work Order Status Open
- Leak Inspection in Progress : this reason can be updated manually by an account Administrator to reflect that a work order is still in progress and, specifically, that a Leak Inspection is still in progress.
- Corresponds to a Work Order Status Open
- Proposal Required - this reason can be updated manually by an account Administrator to reflect that a work order requires a proposal.
- Pending Proposal - status reason that appears when a work order requires a proposal (Proposal Required), but a proposal is not yet saved.
- Pending Proposal Approval - status reason that appears after a proposal (Pending Proposal) is saved.
- Proposal Approved - status reason that appears after a saved proposal (Pending Proposal Approval) is approved.
- Approval Not Needed - when a work order is closed, and admin approval is not required, the work order status reason will reflect Approval Not Needed
- Corresponds to a Work Order Status Closed
- Requires Owner Approval - when a work order is closed, and admin approval is required, the work order status reason will reflect Requires Owner Approval.
- Corresponds to a Work Order Status Work Complete
- Approved - when a work order is closed, and admin approval is required, the work order status reason will reflect Approved only after approval is provided by customer.
- Corresponds to a Work Order Status Closed
- A Total Cost is the summation of Labor, Material and Other Cost which are entered manually at the time of “Close Work Order”
- A Status Date is the date when a Work Order was last closed, reopened, or canceled