A repair job passes from the asset manager to a technician
Who is involved
| Role | What they do |
|---|---|
| Asset manager | Raises the work order, sets priority and due date, and names the person who will do it. |
| Technician | Takes the job, moves it forward and closes it. Needs the permission to manage work orders, which the Department manager role has. |
Step by step
- Asset manager
Raises a work order on the faulty asset with priority High, a due date and the technician as assignee.
What they see:The card appears in the Open column and the overview's open count rises.
- Technician
Opens the maintenance board and finds the card by its title and asset name.
What they see:The card with the asset's name and tag, the priority and the due date; opening it shows the assignee and the note.
- Technician
Moves the card to Scheduled, then In progress, then Done when the repair is finished.
What they see:The card moves columns and the count on each column updates.
- Asset manager
Looks at the asset's Work orders tab or the overview.
What they see:The job is Done, the open and overdue counts drop, and the repair is part of the asset's history.
Who is told what
No notification is sent when a work order is assigned; the technician finds it on the board, which lists every work order. A rule can raise jobs automatically.