Configuring work order administrative settings

Often, working with change management in a data center requires certain tasks to be repeated. In IT Advisor, work order processes and the option to schedule recurring work orders assist you in managing repetitive tasks. A recurring work order will recur in the Work Orders pane with a given interval. Configuring a work order recurrence schedule Open the work order for which you want to schedule recurrence. Click the Administrative Settings icon and select Schedule recurrence. In the Schedule Work Order Recurrence dialog box, select Recur every and set the interval for the work order to recur. After this configuration, when you complete a work order for which you have configured recurrence, it will show up again as a copy with a new scheduled needed by date and a status of not started. ITA_schedule_WO_recur_360007668857.png

The system can automatically send an e-mail notification to relevant individuals when a work order status changes to Completed. For this feature to be available, e-mail settings must have been configured as well as e-mail address for the users. Open the work order for which you want to configure e-mail notification. Click the Administrative Settings icon and select E-mail notification. In the E-mail notification dialog box, select the users to notify.  ITA_WO_emailnotify_360007668937.png If the user does not appear in the list: Verify that the user's e-mail address has been added to the user information. If you had the Work Order Editor open while performing changes to the user information, close and reopen the Work Order Editor. An e-mail is sent to the selected e-mail addresses, notifying the relevant individuals of the work order completion. When a work order is assigned to a user in the system, an e-mail will automatically be sent to him. If it is reassigned, both the previous and new assignee will receive an e-mail. For this feature to be available, e-mail settings must have been set up but no further configuration is needed.

You can activate the lock on a work order or work order process, locking all work orders created based on that process. Locked work orders cannot be edited. Locking a work order Create a new work order, or open the work order you want to lock. Click the Administrative Settings icon and select Lock on save. Edit the work order details if needed. The lock will be applied when you save the work order. A lock icon will be display in the work order heading. Locked work orders cannot not be unlocked and edited. ITA_workorderlock_360007668957.png Creating a locked work order process Create a new work order process in Tools > Create new Work Order Process, or open the work order process you want to lock. Fill in the work order process properties, such as name, priority, project code, etc. Add one or more tasks to the work order process. Click the Administrative Settings icon and select Lock on save. The locked work order process now appears in the list of available processes when you right-click a piece of equipment or a room layout and select Apply Work Order Process.  

The Work Order Administrative Settings enable you to: Schedule recurring work orders for managing repetitive tasks. Configure automatic e-mail notification to relevant individuals when a work order status changes to completed. 102239787_360036208294.png   See also Working with work orders Scheduling work order recurrence Setting up automatic email notification on work order completion