Availability
Packages: Essential, Premium, Enterprise
User Roles: Admin, Manager, Full User, Viewer, Requester
If you click on a Work Order in your remberg asset platform, you will jump to its details page. This consists of different areas and contains various functions, which are explained below.
Screenshot of the Work Order details page. You can read the explanation of the numbered areas below.
1. Back Arrow and Work Order ID
On the left is the arrow that takes you to the Work Order overview with one click.
To the right, you will find the unique ID of the open Work Order.
2. Three-dot menu
The three-dot menu contains the following functions:
Copy Link: Copies the Work Order's URL to the clipboard
Create a Copy: Creates a copy of the Work Order
Create Sub Work Order: Creates a Sub Work Order linked to the currently open Work Order
Create Maintenance Plan: Creates a Maintenance Plan using the currently open Work Order as a template
Export as PDF: Creates a PDF export of the Work Order with all details
Edit Planning: Opens a sidebar on the right where the schedule attributes can be edited
Delete: Deletes the Work Order
3. Header
At the top of the Work Order, you'll find the subject, and directly below that, the status, type, and priority. You can change these fields by clicking on them (provided you have the necessary user permissions).
In the upper-right corner, you'll find the “Record Time” button. Click it to start the stopwatch.
4. Main Work Order & Planning
At the top, you'll find the option to add a Main Work Order. Once a Main Work Order is linked, it will appear here. If there are Sub Work Orders linked to the currently open Work Order, the “Main Work Order” field will disappear.
The lower section contains the “Performing Groups” and “Performing Persons” as well as the start date/time and end date/time. If you click the pencil icon in the upper-right corner of the section or “Edit Planning” in the three-dot menu in Section 2, you can edit the schedule.
5. Properties
In this section, you will find the following Work Order fields:
Responsible Group
Responsible Person
Due Date
Estimated Duration
ERP Reference
Custom Properties
6. Metadata
The following information is provided here:
Started at: The date and time at which time tracking began or when the Work Order status was set to a status with the classification “In Progress”
Completed at: The date and time at which the Work Order status was set a status with the classification “Done”
Created at: The date and time at which the Work Order was created
Created by: The user or maintenance plan that created the Work Order
Updated at: The date and time at which the Work Order was updated
Updated by: The user who updated the Work Order
Source: The source from which the Work Order was created
6. Objects
In the middle of the page are the tabs for the objects linked to the Work Order:
Work
Description
Files
Procedures
Notes
Parts
Costs (if your user is Admin or Manager)
Sub Work Orders (if the current order is a Main Work Order)
Tasks (if enabled for Work Orders)
Files
Activities
Note: The system remembers which tab was selected and leaves it selected when you jump to a Work Order details page again.
7. Associations
Here you will find the associations of the Work Order:
Work Request
Organization
Contacts
Assets
Note: You can add more than one contact and Asset, but only one Work Request and one organization.
Note: The system remembers whether this area was expanded and keeps it expanded when you jump back to a Work Order detail page.