Creating hospitality work orders

Create and update hospitality-based work orders.

  1. Select Verticals > Hospitality > Work Orders Hospitality.
    Note: This screen is not included in the default menu. Contact your system administrator for access if you cannot find this screen in the location specified.
  2. Click New Record.
  3. Specify this information:
    Property
    Specify the property to which the work order belongs.
    Work Order
    Specify a description of the work needed in the adjacent field. A work order number is assigned after you save the record.
    Equipment
    Specify the hospitality equipment on which to perform the work.
    Type
    Choose one of the following options:
    Breakdown
    Select to create a work order in response to an equipment breakdown or failure.
    Calibration
    Select to create a calibration work order.
    PM
    Select to create a preventive maintenance work order.
    Repairable Spare
    Select to create a work order for repairable spare parts. If you are creating a work order for repairable spare parts, you must also add the parts to repair on the Repair Parts tab.
    Standard WO
    Select to create a standard work order.
    Note: The previously listed work order types are standard types in the system. You can also create user-defined work order types.
    Status
    Select one of the following options:
    Released
    Select to create a work order.
    Work request
    Select to create a work request.
    Note:  If you select a Status of Work request, the work request must be approved and assigned a status of Released before defining activities, scheduling labor, booking labor, etc.
    Facility
    Specify the facility at which the work is to be performed.
  4. Specify this WO Details information:
    Priority
    Specify the priority of the work order.
    Standard WO
    Specify the standard work order if it has been stored in the system library.
    Route
    Specify the inspection route of which the equipment is a part.
    Action Code
    Specify the action taken to resolve the problem.
  5. Specify this Scheduling information:
    Date/Time Reported
    Specify the date and time the work to be performed was reported.
    Assigned To
    Specify the person responsible for the work order.
    Sched. Start Date
    Sched. End Date
    Specify the starting and ending dates for the work order.
    Sched. Start Time
    Sched. End Time
    Specify the starting and ending times for the work order.
    Date Completed
    Specify the actual date on which the work order is completed.
    Reservation No.
    Specify the reservation number for the work being performed.
  6. Optionally, specify this Structure information:
    Facility
    Specify the facility where the work will be performed.
  7. Optionally, specify Additional Information in the appropriate section.
  8. Specify this Activity information:
    Profession
    Specify the profession required to perform the activity.
    Note: If you enter a Profession, Estimated Hours, or People Required in the Activity section of the page, an activity will automatically be created for this work order.

    An activity record can be deleted when you remove the Profession value.

    Task Plan
    Specify the task plan code for the activity.
    Activity Start Date
    Activity End Date
    Specify the starting and ending dates for the activity associated with the work order.
    Estimated Hours
    Specify the estimated number of hours required to complete the activity. Hours Remaining is automatically populated with the estimated number of hours remaining for the activity. You may update this field at any time during the life cycle of the work order.
    People Required
    Specify the number of people required to perform the activity.
  9. Click Save Record.