Creating hospitality work orders

Create and update hospitality-based work orders.

To create hospitality work orders:

  1. Open the Work Orders Hospitality form.
  2. Click New Record.
  3. Property—Enter the property to which the work order belongs.
    The system automatically populates Created By with the User ID of the logged in user.
  4. Work Order—Enter a description of the work needed in the adjacent field. The system assigns a work order number after you save the record.
  5. Equipment—Enter the hospitality equipment on which to perform the work.
    The system automatically populates the following fields based on the selected Equipment if available: equipment description, Reliability Ranking, Reliability Ranking Index, Reliability Ranking Score, System Status, Equipment Type, Equipment Property, Facility, Facility Parent, Building, Wing, Floor, Exposure, Equipment Alias, Serial Number, Model, and the guest details.
  6. 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.
  7. 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.
  8. Priority—Enter the priority of the work order.
  9. Standard WO—Enter the standard work order if it has been stored in the system library.
    The system automatically populates the work order description, Type, Maintenance Pattern-Sequence, Problem Code, Action Code, Priority, and Scheduled End Date.
  10. Route—Enter the inspection route of which the equipment is a part.
  11. Action Code—Enter the action taken to resolve the problem.
  12. Profession—Enter 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.

  13. Task—Enter the task code for the activity.
  14. Activity Start Date and Activity End Date—Enter the starting and ending dates for the activity associated with the work order.
  15. Estimated Hours—Enter the estimated number of hours required to complete the activity.
    The system automatically populates Hours Remaining 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.
  16. People Required—Enter the number of people required to perform the activity.
  17. Date/Time Reported—Enter the date and time the work to be performed was reported.
  18. Assigned To—Enter the person responsible for the work order.
  19. Sched. Start Date and Sched. End Date—Enter the starting and ending dates for the work order.
  20. Date Completed—Enter the actual date on which the work order is completed.
  21. Facility—Enter the facility at which the work is to be performed.
  22. Click Save Record.