PT
ES
Work order types allow you to classify work orders and apply specific behaviors, through configuration.
To create a work order type, follow these steps:
Go to Settings | Work | Work Order Types;
In the list of work order types, click on Create;
On the creation screen, fill in the work order type details:
Work Order Type;
Description (required);
Is Default;
Default Values, Work Order Assignment and Costs sections: configure the options in each section;
Remarks;
Click on:
Save and New, to save the work order type and start a new record;
Save, in the arrow next to the Save and New button, to save only the work order type.
Configure the work order type sections
The work order type has three sections with configuration options:
Default Values
The values configured in this section are automatically filled in on the work order form when the user selects the work order type:
Maintenance Plan;
Priority Level;
Workshop.
Work Order Assignment
The system can automatically assign the work order to one or more technicians, according to the following options:
Assign to who created the WO: if selected, the work order is automatically assigned to the technician who created it;
Assign to WO Responsible: if selected, the work order is automatically assigned to the person responsible;
Assign to Workshop Managers: if selected, the work order is assigned to all workshop managers;
Assign to Workshop Technicians: if selected, the work order is assigned to all technicians who are not workshop managers.
When assigning, the following rules apply:
If the employee is only a workshop manager, they are not assigned to the work order;
In assignment, whether automatic or manual, the employee must always be a technician of the work order's workshop.
Costs
This section refers to work order consumptions:
Use Average Cost Pricing: if this option is selected, when the work order changes to the first state in which costs can be recorded, an automatic consumption of the parts defined in the Spare Parts section of the asset associated with the work order is performed;
Consumption from spare parts: if this option is active, a new consumption report is automatically created with the spare parts defined in the work order's location, equipment or tool. The report is created in the name of the person responsible for the work order and in the first state that allows cost reports.