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A work order
One job on one machine: what it is, how urgent, who does it and when, and, once done, what was done, what was wrong and what put it right.
How to: take a job from raised to finished
- Work orders → New work order → pick the machine, say what is wrong, the kind (e.g. Repair) and how urgent → Raise.
- Planners: Plan… → who does it, the priority and the day → Save.
- Start when you begin. If you must stop, Waiting… with what it waits for; Carry on when you can go on.
- Finish… → what was done, what was wrong and what put it right, the hours, and how long the machine was stopped → Finish.
Tips
- Start it when you begin; mark it Waiting when it stops for parts or a supplier, and Carry on when they come.
- Finish asks everything at once: what was done, the hours, how long the machine was stopped, and for a repair the cause and remedy.
- Something else needs doing? Tick “raise a follow-up job” when finishing: the new job is linked to this one.
- A finished or cancelled job never changes. Only Planners cancel, with a reason that stays on the job.
- A request waits for a Planner: Approve… makes it a job (who, how urgent, when); Decline… says why, or which job it is the same as.
- A job made by a preventive plan shows the plan, its due date and the checklist it was made with.
- Checklist: tick each check and write down the values measured, then Save checklist; you can save as often as you like while the job is open. A value outside its limits shows red as Out of limits, and Finish then offers a follow-up job, already ticked and filled in.
- A job from a plan due by a meter asks for the reading when finishing; the plan counts its next job from it.
- Hours expected says how long the job should take, for the planner. Planners set it when raising the job or with Plan…; a plan’s job takes the plan’s hours.
How-to videos
- How to take a breakdown from raised to finished (1 min 11 s)