Standard Operating Procedures

 

Re-Opening Work Orders and Phases

 

PURPOSE:

Instructions on how to re-open work orders and phases as follows:

[TODO:FOBS define, refine here]

 

PROCEDURE:

 

Search for the desired Work Order to re-open
Click Edit blue button to edit the record and click on the Notes Log link
Click Add blue button to add a note explaining why you are re-opening the work order
Enter the note and click Save green button to save the note
Click Done grey button to return to previous screen
Click on the work order status field magnifier glass to change the status of the work order
Select/click Open phase status
Click Save green button to save the changes
A warning message pops up, asking if you want to continue with re-opening the work order. Click Yes to continue
Work order has been re-opened, you can proceed with re-opening the phase as well. Click on the phase number link
Click Edit button to edit the phase
Click on the Notes Log link to add a note
Click Add blue button to add a note explaining why you are re-opening the phase
Enter the note and click Save button to save the note
Click Done grey button to return to previous screen
Click on the phase status field magnifier glass to change the status of the phase
Select/click on the desired phase status. In this example, we will select Financial Closeout status
Click Save green button to save the changes

 

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ROLES USED:

 

Operations Center Manager: [TODO:FOBS]

Finance: [TODO:FOBS]

System Administrator: System Administrator is responsible for managing and overseeing the Work Management module its configuration and functionality.

 

Return to Work Management module SOPs