Discover the new features of Cegid Valuekeep, which give a clear, real-time view of the work order flow, simplify the prioritization of interventions and make state tracking more intuitive.
New features
This version introduces a new way to view and manage work orders on the Web.
Work Management
Work Management is a new view in Kanban format (a visual work management method organized in columns) that lets you track the life cycle of work orders, from request to completion. Work Management has four columns, Upcoming, To Do, In progress and Done, which can be collapsed horizontally to free up space on the screen.
In Work Management, you can:
Map work order states to Work Management columns. Each work order state is associated with a Work Management column. Cegid Valuekeep provides a suggested mapping, which can be customized in Settings | Work | Workflow. Work orders in the Canceled state do not appear by default;
Search, filter and sort work orders by text, state, date range, workshop, technician, WO type, priority level and asset. You can also see only unassigned WOs. Each column can be sorted by expected date, expected end date or priority level;
Save custom filters and sorting, up to 10 configurations per user. When you enter Work Management, the last selected configuration is applied;
Create work orders directly in Work Management, including related orders;
Convert requests and preventive maintenance events into work orders, or associate a request with an existing work order;
View and edit work orders, change the state in compliance with the workflow rules, assign employees, view and verify tasks, and view and record costs.
Run batch actions on up to 100 work orders: state change, when all the selected orders are in the same state, and printing with one of the system reports or, for those with access to the Report Designer, a custom report;
To learn more, see the following help articles:
Workflow colors
You can now associate a color with each work order state, making workflow tracking faster and more intuitive. The configuration is done in Settings | Work | Workflow, when editing the desired state. States without a custom color use gray by default.
To learn more, see the following help article: How to configure the work order workflow?
Functional improvements
Priority levels
The Order field of each priority level, in Settings | General | Priority Levels, is now used to sort WOs, notably in Work Management. The Priority Levels section also lets you define the work order SLA time.
To learn more, see the following help article: How to create priority levels?