The Work Ordersgrid contains the following Toolkits, which are grouped under subheadings for easy location.
To run a Toolkit that applies to a filterset of Work Order records, you must have the Toolkit - Update Filterset permission for the Work Orders module.
Use thetool to create a filter to identify the records in the Work Orders grid that you want to update.
Click the button and select Cancel Work Order | Current Filter. The system will alert you to the number of records that will be affected by the action:
Click OK.
The tool changes the Status of each Work Order to "951 - WO Canceled" and creates a record in each Work Order's Tracking gridthat displays the date the Status changed, along with the name of the user who canceled the work.
If a work order has associated costs it cannot be canceled. A message will appear letting the user know why it could not be canceled.
Cancel Work Order | Selected Record(s)
Cancels one or more Work Orders in a filterset in a single action. The system immediately changes the Status of these records to "951- WO Canceled."
Note: If a Work Order has associated Costs it cannot be canceled.
Users must have the Allow Closing of Record permission to run this Toolkit.
Select one or more records in the Work Orders grid.
Click the button and select Cancel Work Order | Selected Record(s). The system will alert you to the number of records that will be affected by the action.
Click OK. The tool changes the Status of each Work Order to "951 - WO Canceled" and creates a record in each Work Order's Tracking gridthat displays the date the Status changed, along with the name of the user who canceled the work.
The tool changes the Status of each Work Order to "951 - WO Canceled" and creates a record in each Work Order's Tracking gridthat displays the date the Status changed, along with the name of the user who canceled the work.
If a work order has associated costs it cannot be canceled. A message will appear letting the user know why it could not be canceled.
Change Assigned By | Current Filter
Adds a name or changes an existing name in the Assigned By field for all Work Orders in the current filterset.
Use thetool to create a filter to identify the Work Orders that you want to update.
Click the Toolkit and select Change > Change Assigned By | Current Filter. A pop-up will ask if you want to run the tool against the records in the current filter.
Click OK to run the tool. A pop-up appears listing people whose Employee Setup records list them as: 1) an Assigner and 2) associated with the Category of the Work Order.
Choose the name that you would like to list as the person who assigned these Work Orders. If you cannot locate the desired person, select the Show All option to see all Employees designated as Assigners.
Click Select. The system changes the name in the Assigned By field on all Work Orders in the filterset to the selected employee.
Change Assigned By | Selected Record(s)
Adds a name or changes an existing name in the Assigned By field on the selected Work Order(s).
Select one or more records in the Work Orders grid.
Click the Toolkit and select Change > Change Assigned By | Selected Record(s). A window opens listing people whose Employee Setup records list them as: 1) an Assigner and 2) associated with the Category of the Work Order.
Choose the name that you would like to list as the person who assigned these Work Orders. If you cannot locate the desired person, select the Show All option to see all Employees designated as Assigners.
Click Select. The system changes the name in the Assigned By field on the selected Work Order(s) to the employee you chose.
Change Category | Current Filter
Changes the Category of all Work Order records in the current filterset.
Use the Filter tool to create a filter to identify the Work Orders you want to update.
Click the Toolkit and select Change Category | Current Filter. The tool is available only when:
None of the Work Orders in the filterset have Categories that are linked to a Lucity inventory module.
OR
All of the Work Orders in the filterset have Categories that are linked to the same inventory module.
The system displays a prompt that indicates the number of records that will be affected by the action.
Click OK. A pop-up of category options opens:
If none of the Work Orders have Categories that are tied to an inventory module, the pop-up displays all Categories.
If all of the Work Orders have Categories that are tied to the same inventory module, the pop-up only displays Categories that are linked to that inventorymodule (seen above).
Choose a Category and click Select. The tool updates the Category field on all Work Orders in the filterset.
Change Category | Selected Record(s)
Changes the Category of the selected Work Order(s).
Select one or more records in the Work Orders grid.
Click the Toolkit and select Change Category | Selected Record(s). The tool is available only when:
None of the selected Work Orders have Categories that are not linked to a Lucity inventory module.
OR
All of the selected Work Orders have Categories that are linked to the same inventory module.
A pop-up of category options opens:
If none of the Work Orders have Categories that are tied to an inventory module, the pop-up displays all Categories.
If all of the Work Orders have Categories that are tied to the same inventory module, the pop-up only displays Categories that are linked to that inventory module (seen above).
Choose a Category and click Select. The tool updates the Category field on the selected record(s).
Change Crew | Current Filter
Changes the Crew field on all Work Orders in the filterset.
Select one or more records in the Work Orders grid.
Click the button and select Change Crew | Selected Record(s). A pop-up similar to the following appears, listing active Crews that are associated with the Categories of the selected Work Orders.
Choose the new Crew and click Select. The tool changes the Crew on the selected Work Orders.
Change Lead Worker | Current Filter
Changes the Lead Worker field on all Work Orders in the filterset.
In the Work Orders module, use thetool to create a filter to identify the Work Orders you want to update.
Click the button and select Change Lead Worker| Current Filter. A prompt similar to the following indicates the number of records that will be affected by the action:
Click OK. A pop-up similar to the following appears, listing Lead Workers that are associated with the Categories of the Work Orders in the filterset.
Choose the new Lead Worker and click Select. The tool changes the Lead Worker on all Work Orders in the filterset.
Change Lead Worker | Selected Record(s)
Changes the Lead Worker on the selected Work Order(s).
Select one or more records in the Work Orders grid.
Click the button and select Change Lead Worker| Selected Record(s). A pop-up similar to the following appears, listing Lead Workers that are associated with the Categories of the selected Work Orders.
Choose the new Lead Worker and click Select. The tool changes the Lead Worker on the selected Work Order(s).
Change Supervisor | Current Filter
Changes the Supervisor field on all Work Orders in the current filterset.
Use thetool to create a filter to identify the Work Orders you want to update.
Click the button and select Change Supervisor | Current Filter. A prompt similar to the following indicates the number of records that will be affected by the action:
Click OK. A pop-up similar to the following appears, listing Supervisors that are associated with the Categories of the Work Orders in the filterset.
Choose the new Supervisor and click Select. The tool changes the Supervisor on all Work Orders in the filterset.
Change Supervisor| Selected Records
Changes the Supervisor on the selected Work Order(s).
Select one or more records in the Work Orders grid.
Click the button and select Change Supervisor | Selected Record(s). A pop-up similar to the following appears, listing Lead Workers that are associated with the Categories of the selected Work Orders.
Choose the new Supervisor and click Select. The tool changes the Supervisor on the selected Work Order(s).
Change Work Order Status | Current Filter
Changes the Status of all Work Orders in the current filterset to a value < 950. Work Orders with Status values of 1-949 are considered open.
Use thetool to create a filter to identify the Work Orders you want to update.
Click the button and select Change Work Order Status | Current Filter. A prompt similar to the following indicates the number of records that will be affected by the action:
Click OK. The following pop-up appears, listing Status values that are less than 950:
Choose the new Status and click Select. The tool updates the Status values on all Work Orders in the filterset.
Change Work Order Status | Selected Record(s)
Changes the Status of the selected Work Order(s) to a value < 950.Work Orders with Status values of 1-949 are considered open.
Select one or more records in the Work Orders grid.
Click the button and select Change Work Order Status | Selected Record(s). A pop-up similar to the following appears, displaying Status values that are less than 950.
Choose the new Status and click Select. The tool changes the Status value on the selected Work Order(s).
Close Work Order | Current Filter
Allows the user to change the Status of all Work Orders in the current filterset to a value > 949. Work Orders with Status values 950-999 are considered closed.
Use thetool to create a filter to identify the Work Orders you want to update.
Click the button and select Close Work Order | Current Filter. A pop-up similar to the following appears:
Select the desired status from the Close Work Order pick-list. Only Status options that effectively close a Work Order (i.e., those between 950-999) appear in this list.
Click Select.
Select the StartDate and End Date if these values are missing.Both fields are required.
Click OK. The tool updates the Status, closing Work Orders in the filterset. If an agency has opted to send Notifications when Work Orders are closed, the system sends those communications.
Select one or more records in the Work Orders grid.
Click the Toolkit and select Change > Close Work Order | Selected Record(s). The following window opens:
Select the desired status from the Close Work Order pick-list. Only Status options that effectively close a Work Order (i.e., those between 950-999) appear in this list.
Click Select.
Select the StartDate and End Date if these values are missing.
Click OK. The tool updates the Status, closing the selected Work Orders. If your agency has opted to send Notifications when Work Orders are closed, the system sends those communications.
Adds the Main Task of a Work Order record to its Tasks grid as a subtask. This feature is helpful when a user wants to track procedures, time and costs related to the Main Task.
Select a record in the Work Orders grid that has a Main Task established.
Click the button and select Add Main Task as Subtask | Selected Record. The tool adds the Main Task as a new record in the Work Order's Tasks grid.
Calculate Work Order Cost per Asset | Current Filter
Distributes the Total Work Order Task Costs (in the Tasks grid) evenly among all Assets associated with the filtered Work Orders.
In order for this Toolkit to run properly, each Work Order in the filter must have a Total Cost greater than zero (0) and at least one Asset in its Assets child grid.
To run this Toolkit, you must have the Toolkit - Recalc Costs permission for the Work Orders module.
In the Work Orders module, use thetool to create a filter to identify the Work Orders that you want to calculate costs for.
Click the button and select Calculate Work Order Cost Per Asset | Current Filter. A prompt similar to the following indicates the number of records that will be affected by the action:
Click Yes. For each Work Order, the system distributes the Task Costs evenly among all Assets listed in its Assets grid and populates the WO Cost fields on each related Asset record.
Calculate Work Order Cost per Asset | Selected Records
Distributes the Total Work Order Task Costs (in the Tasks grid) evenly among all Assets associated with the selected Work Orders.
In order for this Toolkit to run properly, each Work Order in the filter must have a Total Cost greater than zero (0) and at least one Asset in its Assets child grid.
To run this Toolkit, you must have the Toolkit - Recalc Costs permission for the Work Orders module.
In the Work Orders module, select one or more records in the grid.
Click the button and select Calculate Work Order Cost Per Asset| Selected Record(s).
A prompt similar to the following indicates the number of records that will be affected by the action:
Click Yes. For each Work Order, the system distributes the Total Work Order Task Costs evenly among all Assets listed in its Assets grid and populates the WO Cost fields on each related Asset record.
Create Work Order and Associate to it | Selected Record
Creates a new Work Order from an existing Work Order and associates the new record with the original one. This Toolkit functions in the same way as the Create a New Work Order button found in the module toolbar.
In the Work Orders module, select a single record from the Work Orders grid.
Click the button and select Create Work Order And Associate to It | Selected Record. The system creates a new Work Order with the same Category and data as the original, and opens the new record as a view. The new Work Order is associated with the original Work Order that it was created from, as well as to any other Work Orders and Requests associated with the original.
Create Work Order from Template
Creates a new Work Order based on a Template the user selects from the PM/Template module.
In the Work Orders module, click the button and select Create Work Order from Template. A pop-up appears listing the Work Order Templates available from Lucity's PMs/Templates module.
Select the desired Template and click Select. After a very brief pause, the system generates a new Work Order based on that Template.
Disassociate From All Work Orders and Requests | Selected Record
Removes the Work Order selected in the Work Order > Work Orders grid from any linked Work Orders and Requests.
In the Work Orders module, click the button to expand the Work Order that bears a link to another Work Order that you wish to remove.
In the record's Work Orders grid select the Work Order you wish to disassociate from all linkedWork Orders andRequests.
Click the button and select the General > Disassociate from all Work Orders and Requests | Selected Record tool. The following pop-up appears warning the user of the consequences of the action:
Click OK. The tool runs and removes the selected Work Order's link from allWork Orders and Requests with which it was associated. Note that the Work Order on which you ran this toolkit is still associated with any other Work Orders and Requests that this Toolkit was not applied to.
Streamlines the process of creating a Work Order by producing anew record that is nearly identical to an existing Work Order.
The new Work Order has a new, unique Work Order #; however, it contains all of the same form data, links to the same child records (Locations, Assets, Tasks, etc.) and is associated with the same Work Orders and Requests as the original Work Order. Tracking data, of course, is not copied to the new record.
In the Work Orders module, select a single record.
Click the button and select Duplicate Work Order | Selected Record. A pop-up appears, asking the user to confirm the action.
Click OK. The tool creates a new record in the Work Orders grid that is nearly identical to the selected Work Order. The form data and child records are the same; however, the record bears a new, unique Work Order #. The new record is also associated with the same Work Orders and Request records as the original Work Order.
Modify the new Work Order data as desired. In particular, you may wish to change the Status of the new record.
Force Spatial Record Processing | Current Filter
Causes the Lucity Spatial Indexer to collect (or recollect) data about the locations of the Work Orders in the filterset so that Lucity can later display the location of these Work Orders in a map using the Module Spatial Data tool. The Indexer gathers data from the Location and Asset grids, and stores the geographic coordinates in the Lucity database.
Force Spatial Record Processing | Selected Records
Causes the Lucity Spatial Indexer to collect (or recollect) data about the location of the selected Work Orders so that Lucity can later display the location of these Work Orders in a map. The Indexer gathers data from the Location and Asset grids, and stores the geographic coordinates in the Lucity database.
Enables users to locate a particular Work Order (or set of Work Orders) by searching the address fields of a filterset of records, thus eliminating the need to create a complex query.
In the Work Orders module, use the Filter tool to create a filter to identify the Work Orders that you want to view by address.
Click the Toolkit and select General > Locate WO from Address. A pop-up opens listing the the filtered records sorted by Street Number and Street Name.
Search for the desired Work Order in the list. You can search the list using the search boxes at the top of each column (field). Or, click on a column heading to sort the items in the list by that field.
Select the Work Order you wish to view.
Click Continue. The module opens the a view of the selected Work Order.
Locate WO from Asset
Allows users to quickly locate a Work Order among a filterset of records by searching for a related Asset, thus eliminating the need to create a complex query.
In the Work Orders module, use thetool to create a filter to identify the Work Orders that you want to view by asset.
Click the button and select Locate WO from Asset. A pop-up appears, listing the filtered records sorted by their associated Assets' Asset ID.
Search for the desired Work Order in the list. You can search the list using the search boxes at the top of each column (field). Or, click on a column heading to sort the items in the list by that field.
Select the Work Order you wish to view.
Click Continue. The module opens the a view of the selected Work Order.
Associate Any Work Request | Selected Record
Links the selected Work Order to any existing Work Request—whether that Request's Status is open or closed.
In the Work Orders module, select a single Work Orders record.
Click the button and select Associate Any Work Request | Selected Record. A pick-list appears listing all existing Work Request records.
Select the desired Request and click Select. The system links the selected Work Order to the selected Request, as well as to all Work Orders and Requests already linked to that Request. More information about Work Order and Request linking
If the Status of the selected Request is 1|New Request, the system changes its Status to 2|Assigned to WO.
The system adds a Tracking record to the Work Order's Trackinggrid and to the Request's Tracking grid to document when the records were linked.
If the Copy Location From Request to Work Order option is enabled, the system copies the Request's Loc Address/Street Name to the Work Order's Location grid, and the Affected Asset to the Work Order's Assets grid.
Associate Work Request That Is Not Complete | Selected Record
Links the selected Work Order to an existing, openWork Request. Open Requests have a Status < 950.
In the Work Orders grid, select the desired Work Order.
Click the button and select Associate Work Request That is Not Complete | Selected Record. A pop-up displays a list of Work Requeststhat are not yet complete.
Select a Work Request from the list and click Select. The system links the selected Work Order to the selected Request, as well as to all Work Orders and Requests already linked to that Request. More information about Work Order and Request linking
If the Status of the selected Request is 1|New Request, the system changes its Status to 2|Assigned to WO.
The system adds a Tracking record to the Work Order's Trackinggrid and to the Request's Tracking grid to document when the records were linked.
If the Copy Location From Request to Work Order option is enabled, the system copies the Request's Loc Address/Street Name to the Work Order's Location grid, and the Affected Asset to the Work Order's Assets grid.
Associate Work Request with Same Infrastructure | Selected Record
Links the selected Work Order to a Work Request with an Affected Asset that matches the Work Order's Asset record.
In the Work Orders module, select a Work Order that has an Asset.
In the Work Orders grid, click the Toolkit and select Request > Associate Work Request with Same Infrastructure | Selected Record. A prompt similar to the following displays a list of Work Requests with an Affected Asset that matches the Work Order > Asset.
Select one or more Work Requests from the list and click Select. The system links the selected Work Order to the selected Request, as well as to all Work Orders and Requests already linked to that Request. More information about Work Order and Request linking
If the Status of the selected Request is 1|New Request, the system changes its Status to 2|Assigned to WO.
The system adds a Tracking record to the Work Order's Trackinggrid and to the Request's Tracking grid to document when the records were linked.
If the Copy Location From Request to Work Order option is enabled, the system copies the Request's Loc Address/Street Name to the Work Order's Location grid, and the Affected Asset to the Work Order's Assets grid.
Associate Work Request with Same Problem and Infrastructure | Selected Record
Links the selected Work Order to a Work Request that has the same Problem and Asset.
In the Work Orders module, select a Work Order with an Asset.
Click the button and select Associate Work Request with Same Problem and Infrastructure | Selected Record. A pop-up similar to the following displays a list of Work Requests that meet the following criteria:
Each has an Affected Asset that matches the selected Work Order's Asset.
Each lists a Problem that is the same as the one listed on the selected Work Order.
Select a Work Request from the list and click Select. The system links the selected Work Order to the selected Request, as well as to all Work Orders and Requests already linked to that Request. More information about Work Order and Request linking
If the Status of the selected Request is 1|New Request, the system changes its Status to 2|Assigned to WO.
The system adds a Tracking record to the Work Order's Trackinggrid and to the Request's Tracking grid to document when the records were linked.
If the Copy Location From Request to Work Order option is enabled, the system copies the Request's Loc Address/Street Name to the Work Order's Location grid, and the Affected Asset to the Work Order's Assets grid.
Associate Work Request with Same Problem | Selected Record
Links the selected Work Order to an existing Work Request that lists the same Problem.
Click the button and select Associate Work Request with Same Problem | Selected Record. A pop-up similar to the following displays a list of Work Requests that have the same Problem as the selected Work Order.
Select the desired Request and click OK. The system links the selected Work Order to the selected Request, as well as to all Work Orders and Requests already linked to that Request. More information about Work Order and Request linking
If the Status of the selected Request is 1|New Request, the system changes its Status to 2|Assigned to WO.
The system adds a Tracking record to the Work Order's Trackinggrid and to the Request's Tracking grid to document when the records were linked.
If the Copy Location From Request to Work Order option is enabled, the system copies the Request's Loc Address/Street Name to the Work Order's Location grid, and the Affected Asset to the Work Order's Assets grid.
Associate Work Request with Same Street Block | Selected Record
Links the selected Work Order to an openWork Request with a similar address. Open Work Requests have a Status < 950.
In the Work Orders module, select the desired Work Order.
Click the button and select Associate Work Request With Same Street Block | Selected Record. A pop-up similar to the following displays a list of Work Requests that meet the following criteria:
Status is < 950.
The Loc Street Name matches that of the Work Order's Location.
The Loc Address is within +/- 100 of the Work Order's Location. (Example: The Work Order's Location is156 Main St. The toolkit will display Work Requests with a Loc Address between 56 Main St and 256 Main St.)
Note: The range of addresses that are acceptable (+/- 100, by default) can be adjusted using the "Address Block Range"Work Option.
Select a Work Request from the list and click Select. The system links the selected Work Order to the selected Request, as well as to all Work Orders and Requests already linked to that Request. More information about Work Order and Request linking
If the Status of the selected Request is 1|New Request, the system changes its Status to 2|Assigned to WO.
The system adds a Tracking record to the Work Order's Trackinggrid and to the Request's Tracking grid to document when the records were linked.
Create Sewer Overflow | Selected Record
Enables users to quickly create an Overflow record related to the Work Order. The Address of the Work Order, as well as any Sewer Pipes and Structures attached to it, are copied to the new Overflow record.
Click the button and select Create Sewer Overflow | Selected Record. A prompt appears asking for confirmation.
Click OK. Lucity creates and displays a new Sewer Overflow record, using the Work Order # as the Overflow record's Overflow Number value.
Any Address data from the Work Order is copied to the related Overflow record.
If there are Pipes or Structures attached to the Work Order, Lucity attaches those records to the Overflow record, as well.
Create Water Pipe Main Break | Selected Record
Enables users to quickly create a Water Pipe Main Break record from an existing Work Order. Any Water assetsattached to the work order are copied to the Main Break.
Use the Filtertool to create a filter to identify the Work Orders for which you want to add a comment.
Click the Toolkit button. Under the Work Order toolkit group select Add Comment to Work Order | Current Filter. A prompt similar to the following indicates the number of records that will be affected by the action:
Click OK.
Note: The system may produce a second prompt asking you to confirm the action. Click OK.
The following pop-up appears:
Enter your desired comment.
Click OK. A pop-up confirms the toolkit ran successfully. Your comment is added as a record in the Comments grid of all Work Orders in the current filterset.
Add Comment to Work Order | Selected Record(s)
Adds a comment as a record in the Comments grid of the selected Work Order(s).
Use thetool to create a filter to identify the records in the Work Orders grid in which you want to stop the Work Clock. (For example, a supervisor could create a data-drill to display all active Clocks, and then use this Toolkit to stop the Clocks in the filterset.)
Click the button and select Stop Work Clock | Current Filter. A prompt similar to the following indicates the number of records that will be affected by the action:
Click OK. The tool stops any running Clocks related to those Work Orders.
The system updates related Employee and Equipment Resource records.
The Work Clock Status is set to 2|Clock Stopped by User.
The Res End Date/Time fields are populated with the date/time that the clock stopped.
The Units field is populated with the difference between the Res Start Date/Time and Res End Date/Time. This value may be rounded up or down based on an agency's Work Clock configuration.
A "Work Clock Stopped" record is created in the Work Order Trackinggrid for each Employee and Equipment record that is being tracked.
Stop Work Clock | Selected Record(s)
Allows anyone with permission to run the Work Clock to stop any active Work Clock related to the selected Work Orders.
Select one or more records in the Work Orders grid.
In the Tasks grid, select one or more valid Task records where you want to stop the Work Clock. In order for the Task to be considered valid, the End Date must be blank or the End Date must be today's date or a future date. The Toolkit will not show up with an invalid task.
Click the Toolkit and select Stop Work Clock | Selected Record(s). You will be prompted to run the tool against selected records. Click OK to continue.
The tool runs, and the Work Clock stops on the selected records.
The system updates related Employee and Equipment Resource records.
The Work Clock Status is set to 2|Clock Stopped by User.
The Res End Date/Time fields are populated with the date/time that the clock stopped.
The Units field is populated with the difference between the Res Start Date/Time and Res End Date/Time. This value may be rounded up or down based on an agency's Work Clock configuration.
A "Work Clock Stopped" record is created in the Work Order Trackinggrid for each Employee and Equipment record that is being tracked.