To Create a Quote Work Order using the Single Screen View, you can select Quote from the create Work Order tile or navigate to Menu > Work Orders > New > Quote

Selecting a Site

Depending on whether the User is a single site user, or a multiple site user, the building screen will show.

For single site users it will automatically populate the "Your Building" textbox with the building assigned to the Users profile. Multiple site Users will be able to type in the textbox, which will populate a list for the User to choose the desired sight.

Once the Site has been selected, click the <OK> button to proceed.

Issue/Requirement

This is where the User gets to enter what the issue/requirement is for the Work Order. By entering this into the search field and clicking <Search>, a list of faults/issues relating to the search criteria will be shown, from which the User must select the correct fault/issue that is causing a problem. If the User selects a fault/issue that is not maintained, a message is displayed next to the task and will not allow the User to select it (this is permission based).

Once the fault/issue has been selected, the "Symptom" and "Reason for task" need to be determined. Both the "Symptom" and "Reason for task" fields are drop downs which the User can select from. Explanatory text may appear in relation to the "Reason for task" chosen (if configured by the System Administrator) providing detail on what each Reason should be used for.

Note: In some cases, the User will be given option to select from the “Frequently used issues/requirements” section.

Once the Task has been selected, click the <OK> button to proceed

Location

This is where the location of the issue is entered. Start off by checking if the Level is correct by checking the Level located on the left. If this is incorrect, click the <Change Level> and this will display a number of Levels available at the Building. Choose the appropriate Level and the Level will be changed 

Note: If the desired Level is the "Roof", clicking <Select Roof> will automatically choose the location as Roof, Roof, Roof and will progress to the next section of the Create Job process.

Next, select an Area and a set of Location will appear (if the issue is across the entire Level, select the <Whole Level> button instead). If any further information about location can be provided then this can be added to the "Additional Information" field.

If there are many locations at the Building and the desired site is already known, the User can search for the Location using the "Search For Location" field. Searching in this field will display a list of locations as the User types. Select the desired Location from here to be progressed to the next step. If the issue happens to be round the entire Building, then the <Whole Building> button should be selected. This will also progress to the next step when selected.

Once the Location has been selected, click the <OK> button to proceed.

Resource

This is where the “Resources” that are required to provide a quote are selected. Each  “Resource” is shown but there may also be other details such as the “Agreed SLA” if there is one, the “Call Out Fee”, “Hourly Rate” and “Cost (per 1.5hr)”. To select the desired  “Resources”, <tick the tick box> next the  “Resource”.

Note: If there are Quote Only SRAs then, assuming the User has the permissions to do so, the Resources on the Quote Only SRAs will be automatically sent a Quote Request without any User interaction when creating the Work Order.

Note: If the Work Order is Asset based the Resource that covers the Warranty for the Asset is present, it will be shown with a yellow background.

Once the Resources have been chosen, click the "OK" button to proceed.

Contact

The contact screen allows the user to advise/choose who the contact for the Work Order should be. When this page is displayed, by default the details of the User creating the Work Order automatically populate the fields along with a list of contacts to select from. Each Contact in the list has a Name, Job Title and Telephone Number. Select one of these by clicking <contact name> and the "Contact Type", "Contact Name" & " Contact Telephone" fields are populated with the contacts details. Alternatively, the user can manually populate the fields.

Response

Here, the User must select the date they wish to have the work completed by. Clicking the date field, the User can select the date and time from the Date/Time picker and click <Next> to set the Date and Time.

Once the response has been selected, click the <OK> button to proceed.

Specification

The User needs to enter the details of the work required. This works in the same way to the Notes section in the Create Reactive Job process.

Once complete, click <OK> to progress to the final step.

Summary

Once all necessary sections have been completed, a Summary of the work is displayed. From here, it is possible to check and change any details of the Quote Work Order job to ensure they are correct. This is done by selecting the relevant section and clicking the <Change> button. Once all details are correct, select the <Submit Job> button to create the Work Order.

After submitting, the user will be taken to the Work Order detail page.