The Steps in work orders processing involve both Operations and Accounting Functions. Listed below are the typical steps in processing work orders:
Create via Customer's Work Order screen or through Automatic Work Order generation from Route Lists.
Work orders are assigned to Routes and sequenced using the On Line Dispatching screen.
A Work Order Log may be printed from On Line dispatching.
Work Orders and Work Order Logs are printed in Batch (usually at the end of the day for the next day's work). Work Orders may also be included on a Route List.
Work Order can either print as individual Work Orders or a list of Work Orders called a Log. This is a default flag that is set up in the Cycle Master. Therefore you might want to check with your System Administrator to verify what your company is using. It may be a combination of both. This will determine if you use the Work Orders Batch print or the Work Orders Log Batch print.
Work Orders and Logs are given to the driver. Some may give the driver only the first couple of jobs for the day and then radio out the rest during the day.
During the day, some work orders may be 'radioed' out to the driver.
Driver hands in Work Order and Logs with their Driver Information sheets (if using Productivity).
Work Orders are 'Closed' by using
Toggling through Route Follow up
Toggling through Work Order toggling
Toggled through Driver's Log (Productivity).
Closing work orders is best done on a DAILY basis for the prior day so there is not a huge stack left right before billing.
Once Work Orders are Toggled, they are reviewed and Posted.
An 'Open Work Order' list should be run on a weekly basis (at least) to ensure all work orders are being closed and not missed.