Creating hospitality work orders

Create and update hospitality-based work orders.

To create hospitality work orders:

  1. Select Verticals > Hospitality > Work Orders Hospitality.
  2. Click New Record.
  3. Specify this information:
    Property
    Specify the property to which the work order belongs. The system automatically populates Created By with the User ID of the logged in user.
    Work Order
    Specify a description of the work needed in the adjacent field. The system assigns a work order number after you save the record.
    Equipment
    Specify the hospitality equipment on which to perform the work. The system automatically populates the following fields based on the selected Equipment if available: equipment description, Reliability Ranking, Reliability Ranking Index, Reliability Ranking Score, System Status, Equipment Type, Equipment Property, Facility, Facility Parent, Building, Wing, Floor, Exposure, Equipment Alias, Serial Number, Model, and the guest details.
    Type
    Choose one of the following options:
    • Breakdown
      Select to create a work order in response to an equipment breakdown or failure.
    • Calibration
      Select to create a calibration work order.
    • PM
      Select to create a preventive maintenance work order.
    • Repairable Spare
      Select to create a work order for repairable spare parts. If you are creating a work order for repairable spare parts, you must also add the parts to repair on the Repair Parts tab.
    • Standard WO
      Select to create a standard work order.
      Note: The previously listed work order types are standard types in the system. You can also create user-defined work order types.
    Status
    Select one of the following options:
    • Released
      Select to create a work order.
    • Work request
      Select to create a work request.
      Note:  If you select a Status of Work request, the work request must be approved and assigned a status of Released before defining activities, scheduling labor, booking labor, etc.
    Priority
    Specify the priority of the work order.
    Standard WO
    Specify the standard work order if it has been stored in the system library. The system automatically populates the work order description, Type, Maintenance Pattern-Sequence, Problem Code, Action Code, Priority, and Scheduled End Date.
    Route
    Specify the inspection route of which the equipment is a part.
    Action Code
    Specify the action taken to resolve the problem.
    Profession
    Specify the profession required to perform the activity.
    Note: If you enter a Profession, Estimated Hours, or People Required in the Activity section of the page, an activity will automatically be created for this work order.

    An activity record can be deleted when you remove the Profession value.

    Task
    Specify the task code for the activity.
    Activity Start Date
    Activity End Date
    Specify the starting and ending dates for the activity associated with the work order.
    Estimated Hours
    Specify the estimated number of hours required to complete the activity. The system automatically populates Hours Remaining with the estimated number of hours remaining for the activity. You may update this field at any time during the life cycle of the work order.
    People Required
    Specify the number of people required to perform the activity.
    Date/Time Reported
    Specify the date and time the work to be performed was reported.
    Assigned To
    Specify the person responsible for the work order.
    Sched. Start Date
    Sched. End Date
    Specify the starting and ending dates for the work order.
    Date Completed
    Specify the actual date on which the work order is completed.
    Facility
    Specify the facility at which the work is to be performed.
  4. Click Save Record.