The procedure to create a cascading works order for an asset hierarchy is as follows:
1.
).
2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
3.
4. The Child asset selection window is displayed, revealing the hierarchical structure relevant to the asset in current focus, underneath the associated company heading; (a) Activate the tick box against one or more assets relevant to the repair works order - click on the nested expansion level pointer icons (
) to reveal individual asset records within the overall hierarchy
5; (b) Click on Add to transfer the chosen subset to the right ('required') pane, or Add All to transfer all displayed records, irrespective of tick box status
6; (c) Click on Select - The total number of proposed works orders to be cascaded is displayed, ready for user confirmation; (d) Click on Confirm - The Create Works Orders window is displayed.
), select the staff member coordinating this subset of cascading works orders within the wider responsive repairs service.
Note
1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.
2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.
3 System preferences control whether tasks for different trades can be included on the same works order, and supported by the end user warning message 'Multiple trades are not permitted on a single order, please amend your task selection'.
4 This option is only visible in the instance where the repair request is linked to a 'parent' asset within the overall property hierarchy.
5 The returned results can be refined further by entering a component of the asset address into the dynamic search field provided.
6 In the same way, use the options Remove and Remove All in conjunction with the associated tick box fields to transfer asset records out of the right ('required') pane.
See related topics...
Repairs order management overview