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Work Order Settings

To access the Work Order settings in TheWorxHub:

  • Click on the Settings tab, then select the Work Order tab.

 

Requestor Form Settings

In this section, you can create customizable notes for your work order applications. This is useful when you need to announce important information to specific applications. You can also require Requestors to pick a template and provide their phone number. The Public Request Form can also be enabled and configured from this section.

 

  • Select the application you are configuring.
  • Enter the Message in the text box.
  • Check the box if you would like to Require Requestors to Pick a Template on work requests.
  • Check the Require Requestor Phone Number box if you would like to require users to enter their phone number on work requests.

Public Request Form Settings

  • Check the box if you would like to Allow the Public Request Form. This will make the Public Request Form available from the login page.
    • Check the box if you would like to Allow Templates on the Public Request Form.
    • Select the Public Request Default Source of Work for this application from the drop down menu.

 

  • Click Save to finalize the changes.

 

Work Order Form

You can easily customize the footer on your printed work order forms. This could be useful to display a monthly work safety tip, or to remind workers to note how much time they spent on the job.

  • Select the application.
  • Enter the Footer in the text box.
  • Click Save. The Footer will now appear on printed work order forms.

 

Due Date Settings

In this section, you can set the number of days allowed to complete the work order based on the work order's priority.

  • Select the application.
  • Enter the number of Days Until Due for each Priority.
  • Check either the Skip Saturday or Skip Sunday boxes, if these days do not need to be counted in the number of days until due.
  • Click Save.

 

Scheduled Work Order Settings

In this section, you can set the number of days allowed to complete scheduled work orders based on the time based recurrence of the work.

  • Select the application.
  • Enter the number of Days Until Due for each time based recurrence.
  • Check either the Skip Saturday or Skip Sunday boxes, if these days do not need to be counted in the number of days until due.
  • Click Save.

 

Reset Work Order Number

  • If you need to reset the work order numbers, enter a number greater than the current WO# displayed on this page and click Save.

 

 

Budgets

This settings page allows you to define your fiscal start date, assign budget values, and set up default budgets.

 

     The Dude Says:

Prior to adjusting Budget Settings, you must first define your Budget Codes. To do this, navigate to Pick List Settings, then select Budget/Account Code. Any Budget Codes added to the pick list will appear on the Budget Settings page.

 

 

  • Click on the Budgets tab.

Define Your Fiscal Start Date

  • Select the date that your fiscal year starts. This will be used to help calculate your year-to-date budgets.
  • Click the Save Fiscal Year Start button. *Note: This only needs to be set one time, but can be edited later if necessary.

 

Assign Budget Values

  • Select the Review Budget Year to set the values for that year's budgets.
  • Enter the Budget $ for all applicable Budget Codes. *Note: The Budget Codes available here can be added and edited under Pick List Settings.
  • Click Save to finalize the changes.

 

Work Order Cost Budget Defaults

  • Select the application you are defining budget defaults for.
  • Select the default budget code for the available transaction types.
  • Check the box under the default budget code if a specific staff member, contractor, or inventory item's budget code should be used instead, when applicable.
  • Click Save to finalize the changes.

 

 

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