Actioning a works order

Check messages

If you have any new messages the front screen will inform you. Click the messages button to view your received messages list.

The received messages list

By default only unread messages are displayed in the list when you first view it. You can use the filters to change the criteria in order to view other messages. Click on the Goto button (1) to the left of the releavnt row to view the message card.

The message card

This message informs you that you have received a new order (1). The link to the order is at the bottom (2). Click the Goto button by the link to view the order itself.

The works order card

The type field (1) confirms that this is an order. The from field (2) indicates who sent it. The status (3) is currently 'confirmed' indicating that the order has been confirmed but work has not yet started.

The various items contained in the order are listed on the first tab 'items' (4). You can view each item in more detail by clicking the Goto button on the relevant line in the items list (6).

The order item card - update start date or progress

To set start date or update progress for an individaul works item, click the progress tab.

Set the start date by using the date picker to set a new start date (1).
Update the completion percentage by clicking the chanug button next to the percent completed field (2).

NOTE: It is also possible to set the start date and update progress for multiple items at once by using the Confirm button on the parent order record to update all currently listed items. You can filter the list of items first, then set the start date or progress for all at once.

Invalid start date

If you enter a start date in the future you will see this dialog!

Start date updated!

When you set the start date (1) the status is automatically updated if necessary as well (2). The status is now showing as 'in progress' meaning work has started.

NOTE: The parent works order is also automatically updated as required. This ensures that anyone who has access to this works order can immediately see what the current state of the order is.

Update percentage

When you click the change button next to the completion percentage field you will see this dialog where you enter the updated completion percentage. Click OK to confirm.

Percentage update - inspection & sign-off request

When you update the percentage for one or more items you may see this dialog - if you want to reuest inspection and sign-off from the surveyor, click Yes. The surveyor will be sent a message requesting attendance on site to inspect and sign-off the works.

If inspection and sign-off is not requried at this stage, click No.

Update multiple items at once

To update multiple items at once, use the Confirm button on the main works record instead of drilling down to an individual item's progress tab.

Use the works items filters (1) first if necessary to filter the list of items to a specific set (e.g. all items of a particular work type). Then click the Confirm button.

Start date or progress?

If no items are started Flow360 will assume you are setting start date and will simply show you the date entry dialog. However, if some of the listed items are laready started and others not, then you will see this dialog where you can confirm whether you are updating the start date or the completion percentage. Click start date or progress as appropriate.

Update all items or the current set?

When using the Confirm button you can choose to update all items even if the list if filtered. Select All to update all items or Set to only update the current listed set of items. You will then see either the date entry dialog or the progress update dialog as appropriate.

Works items updated

Now we can see 2 items in progress (status in cloumn is IP for 'in progress' and colour flash is mid green) and 1 item completed (status in column is F for 'finished / completed 'and colour flash is dark green). Start dates have been entered and 1 item has a completion percentage entered.

NOTE: As with all updates, the web based nature of Flow360 means everyone sees the updated information as soon as it is entered. Messages and event logs are triggered and sent automatically when required.