Works order screen additions - special hazard & review date

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.203

Two updates have been made to works orders:

Serious hazard option is available within the default priority options
- This option is applicable when using works order priority functionality, as outlined here:
  Set a priority on a works order - configuration option
- The serious hazard priority option can be reported on within works order reports
- Works orders with a serious hazard priority can be shown in Organiser/report results grids
Works order Review Date field added
- When the review date is passed, it is flagged on the works order screen and when setting a works order priority as a serious hazard, a review date must be added
- The review date can be reported on via works order reports
- When a works order is due to be reviewed or the review date has passed, it can be flagged on the Organiser Property Management panel
- Review date information can be shown in Organiser/report results grids

1. Serious hazard priority option

From a works order:

In the Priority drop-down menu, a Serious Hazard option is offered
This option is shown when default priority options are in use - default options are shown below
If you are using custom priority options, the Serious Hazard option will need to be added by Reapit Support
When setting the works order priority to Serious Hazard, it cannot be saved until a Review Date is added

The serious hazard priority option can be reported on within works order reports, see step 4

2. Review date field

A review date can be set on any works order but, as outlined above, a review date must be set on a works order that is classed as a Serious Hazard

From a works order:

In Review Date, enter the required date to review the works order
When a review date has been entered and has passed, a red exclamation mark is displayed

3. View works orders to be reviewed via the Organiser Property Management panel

The Property Management panel on the Organiser can be setup to flag when a works order is due for review - the default is set to 7 days but can be changed by the user/negotiator on their Organiser Property Management panel

The option needs to be added to the Property Management panel first, see 3a for information on how to do this

From Organiser Property Management panel:

Click Works orders due for review in next 7 days to display works orders in the panel
OR, right-click entry and choose Full results to display works order in a grid (see step 5)
- To change the number of days displayed, click number (e.g. 7), enter required number and press enter on keyboard

Works orders with a review date in the past plus the next 7 days will be displayed

3a. Add works orders due for review in Property Management panel

The works orders due for review option needs to be added to the Organiser Property Management panel

From Organiser Property Management panel:

Hover over panel header and click cog icon
In Panel Setup, scroll to bottom and tick Works orders due for review option
- Click tick icon in panel header to save

4. Report on works order review date & serious hazard priority

Works order reports allow reporting to be done on the works order review date and serious hazard priority

From Power Reports:

Select report type Works Orders Report and click Pick Works Orders Criteria
Select Review Date and/or Priority criteria options to report on
- Review Date - select the date range (in days/weeks/months)
- Priority - select Serious Hazard (and/or other priorities to report on)

After running the report, the results are shown in a grid where the review date and priority can be shown in a column, see next step

5. Show review date and/or priority column in works order grid from Organiser/report results

When viewing works orders in a grid via the Organiser or after running a report, a Review Date column can be displayed within the grid to allow the date to be viewed and the list to be sorted or filtered by date - a priority column can also be added to the grid to show the Serious Hazard priority

Right-click over the grid column headings, select Pick columns, then select Review Date
(and/or Priority)
Newly added columns are added to the far-right of the grid, click and drag to the desired position
- After making changes to the grid columns/layout, right-click over the column headings again and click Save grid layout

Grid functions can be used to sort or filter the list by type:
- To sort the list by date, click the Review Date column heading
- To filter by date, click to the right of the Review Date column heading to view filter icon and enter date(s) to filter by

The example above shows the works order grid generated from the Organiser
The above also applies when viewing works order report results in a grid

Works order screen additions - special hazard & review date

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