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MaintenanceDirect User Manual Technician Guidelines
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1. Status V Priority V New Request Low v Status Date Created By 11 28 2005 1 01 49 PM BenDude Status Last Changed By Request Info Request Date 11 28 2005 Request Description V7 Two lights out in stairwell lt The work order form contains the following fields as you scroll down the page fields that you can edit are marked in red and include a description of what can be done e Status you can change the status that a work order holds based on what s been done e Priority you can choose the priority of a work order low medium high emergency safety and scheduled e Status Date Created By and Date Created e Request Information e Contact Information e Assignment Information You can enter the Actual Completion Date in this section e Deferral Information e Budget information The Purpose of the request is displayed in a dropdown box If it is incorrect you can select anew purpose The purpose is generally why I5 you are performing the work order For example if it is a work order for removing graffiti from a wall the purpose could be vandalism Craft Custom Category Project and Equipment can also be selected in their corresponding fields Action Taken Enter the action taken for the work order The requester will see this information Message Center This section allows you to send an email message regarding the work order to anyone in the system It will also
2. A e Ifyou need to account for overtime comp time holiday time or any other time you can click on OT Other Time next to the corresponding date A window will appear for you to enter in any other times e Click Save when you re done You may also use the Quick Launch section of the Home page shown on the next page to pull up labor sheets for all your assigned work orders 18 pe Sloan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP Te MAINTENANC DIRECT Home Calendar New Work Order My Requests My Account Search for IS C TELL A FRIEND Advanced Search Help Quick Launch ASSIGNED WORK WORK CENTER P New Request Note Action Taken is saved when Mark Complete button is clicked CALENDAR P Your Settings i gt ahor i sae Sort by Request Age bi Ascending Descending 2 14 2006 WORK Tuesday gt Purchase Transactions Filter Select Status v gt Equipment Usage a Get Today s Weather P User Forum 1 2 of total 2 listed P SchoolDude com site OTHER ASSIGNED WORK LOGIN HERE Sloan Elementary School 106 Two lights out in stairwell Hello Howard Dude Email Not Howard Dude Please Print This be yourself Supervisor TOTAL ASSIGNED WORK Request Age 78 in days Assigned to Howard Dude Contact New Request Sloan Community College i Area 2nd Floor 109 Thermostat needs repai
3. Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP sie Er hy DI Home Calendar New Work Order My Requests My Account Search for ct T GO TELL A FRIEND Advanced Search Help New Work Request Welcome To submit your request complete the following form Til Indicates required information Location V Select Location Building Select Building v Area Area Number Select Area v Select Problem Type V Click here for Maintenance Emergency Contacts Click on the problem type below that best describes your issue pete Athletic Fields f Audio Visual J Cafeteria Carpent g Fe Nise Climate Control Custodial Electrical 1 Food Services id vl Heating Ventilation Air G Lighting gor Office Supplies to Plumbing Conditioning i Y am Windows F Check here if this is an emergency or call any of the emergency contacts below Contact Name Contact Phone Melissa Dude 919 555 9999 Step 3 Please describe your problem or request 7 Step 4 Requested Completion Date E Step 5 Please provide contact information for follow up questions and notifications First Name Til Last Name Til Email Til Howard Dude HDude geewiz com Phone Pager Cellular Phone 919 555 1647 Step 6 Will you perform this work yes Ono Click here to talk to an Home Calendar New Work
4. MAINTENANCE DIRECT MaintenanceDirect User Manual Technician Guidelines Version 2 0 SchoolDude com Inc SchoolDude Support Phone 1 877 883 8337 Email support schooldude com Technician Table of Contents WCCMMICIAT PEA AEE E AENEA AE E E E E T E tine l I Welcome to the Home Page Now What ou ceccsecssssscsssssssneesssssessnscessnssseseesssaesssseessneesaes l ADN OU a S E E E E 4 A E D a e E E A E AE E E E E 6 Iye Searchin TOE Work Orde ecse n eta te E E EEE 8 VEERE A ERE O OT A E E A AA TE 14 VI Entering Labor and Purchase Transactions icz cciveisindssenicernessteendorisctwseesdasinsieceesabonsowes 16 YENS TE ONS a E E E E acactereatesteevenucrauezeeseees 20 NT TOS 1 VV ork OTET ersa E a E E E E EEEE 21 KeU dates E A A 23 Technician I Welcome to the Home Page Now What A quick overview of what s on the Home page Once you ve logged in with your user name and password you re taken directly to your Home page It should look something like this once work orders have been entered into the system and assigned to you Address http www06 schooldude com toolbox mydtwo mddefault asp J GO Links ra Sloan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP _ oe i MAINTENANCE DIRECT Home Calendar New Work Order My Requests My Account Search for gt GO TELL A FRIEND Advanced Search Help Quick Launch ASSIGNED WORK WORK C
5. Clicking on the Help link in the top right hand corner will take you to the MaintenanceDirect manual at any time If you need to communicate directly with SchoolDude Support however go to the two links in the bottom right hand corner of your Home page To connect directly with someone from SchoolDude support via Instant Messenger click on the word here underlined and highlighted in red See Click here to talk to an Online Operator NOWI al To write and send an email directly to SchoolDude Support simply click on the Email icon directly below the link we just mentioned The email link looks like this NOW l Quick Links provides you with a way to navigate quickly between SchoolDude products In other words if you would like to move from MaintenanceDirect to another product used by your school for whatever reason all you have to do is click on the Quick Links drop down box choose the SchoolDude product you d like to visit and you ll be taken to that product s Home page automatically Quick links is located at the top of the Home page near the right hand corner and looks like this lepucklnke a LOG So kol Quick Links we ee mDid you know r Just a bit of interesting trivia we thought we d share each day located at the very bottom of your Home page II My Account Your Information in a Nutshell Before we get started with the nuts and bolts of the work order process le
6. Operoter MON 1 800 218 1778 Got a problem ar just some questions lick hare to talk to an 0 Closed Requests Online Operator NOW Your New Request ID 109 Click hare to talk to an Home Calendar New Work Order My Requests My Account nike Opanntor HONI Powered by Conditions of Use Privacy Policy Security Statement LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 Schoolfude com Inc All Rights Reserved Legal Stuff IV Searching for Work Orders Find the Information You Need As a Technician even though you will receive only those work orders that are assigned to you you have the ability to search for work orders within MaintenanceDirect using several different methods You will then be able to see the work order in a view only format We will look at each search method individually so you can choose the one that works best for you There are four ways to find a work order l Assigned Work 2 Search Using the Search for Field 3 Advanced Search 4 Work Order Counts l Assigned Work All open work orders assigned to you will appear in the Assigned Work section of the Home page fifty at atime You can sort the list using several fields provided in the Sort by drop down box WOID Work Order ID number Location Request Age Request Description Priority Description or Status Description You can also search in ascending or descending order by c
7. Order My Requests My Account Online Operator NOWI E e Enter your Location Area and Area Room Number e Select the Problem Type that best describes your issue For example if a toilet is leaking that would be a plumbing issue Once you click on a problem type the page will refresh and your problem type will be highlighted with a red circle If this is an emergency check the Maintenance Emergency box below the problem types list e Describe your problem or request e Enter the Requested Completion Date Click the calendar icon next to the date field to choose a date from the calendar e Your Contact Information first and last name email phone etc will automatically be entered into the fields in step 5 e Ifyou will Perform This Work click Yes The work order will then be assigned to you If you would like to submit this work as a new request to be routed to your maintenance department click No e Click Submit gt You will be taken to the following page which will show the work order request you just entered and the WOID Work Order ID number that it has been assigned 2 LE RP BP ee a ee Ea marear Go te Quick Links w LOGOUT MY ACCOUNT 32631335 HELP a Ninge TELL A FRIEND Home Calendar Y New Work Order Y My Reguests My Account Submit New Request Welcome Request Center 1 Submitted Requests O Work In Progress Requests 0 Completed Requests Click here to talk to an Online
8. com site E LOGIN HERE you are logged in you should see your name here If you do not see your name click the word yourself to log in correctly ASSIGNED WORK In the center of the Home page near the top you ll find the Assigned Work section where all work orders assigned to you will display From this section you can view print and sort your work orders as well as make notes email your supervisor and mark work orders as In Progress or Complete You can also record action taken see how old a particular work order request is and record the number of Today s Labor Hours ie i le te aeol N The graph in this section shows the number of work orders assigned to you by status To filter the graph by period select the desired period from the dropdown box provided The numbers next to each status are the number of work orders currently in that status Click the number to view a list of all work orders in the status U0 ae Se a The Work Center provides links to the monthly calendar as well as today s work There is also a link to get today s weather The total number of assigned work orders is displayed here along with the total number of assigned PreventiveMaintenanceDirect work orders if you are a PreventiveMaintenanceDirect client Hel D links are available in the bottom right hand corner of your Home page as well as at the very bottom of the page just above your contact information
9. on the Email Em ail Supervisor icon provided Supervisor Add a journal note to a work order by clicking on the Make A Note icon eal Make a Mote Enter the action taken on a work order using the Action Taken field Enter Today s Labor Hours in the field provided s SAYS To save Action Taken and Today s Labor Hours you must click the Mark Complete button Doing this will change the status of the work order to Complete and will remove it from the list of open assigned work orders 2 Search Using the Search for Field This is the simplest search that you can perform You can search for work orders using the search text box located in the blue bar near the top left hand side of every page See below Calendar New Worb Order My Requests My Account Advanced Search Help Quick Launch ASSIGNED WORK gt New Request Note Action Taken is saved when Mark Complete button is clicked rab geen Sort by RequestAge O Ascending Descending P Labor Hours P Purchase Transactions Filter Select Status v P User Forum Fens b Schnoalniide cam cite 1 1 of total 1 listed cu a In this box you can enter a work order number or a key word and click Go to search for the work order or information that you need For example if you wanted to find work order 180 you would simply type 180 into the search box and click Go That would then pull up the update page for t
10. to Quick Links LOGOUT MY ACCOUNT 32631335 HELP us P gt pan County Schools Home Calendar New Work Order My Requests My Account Advanced Search Help j MAINTENANCE DIRECT 4 Print This Back to WO 106 Date Note OT represents Other Time click OT to enter time for holidays comp and or overtime lt lt Prev 10 Next 10 gt gt ee et Work Order ID Location Work Sat Sun Mon Tue Wed Thu Fri Total November 2005 gt Action Taken Complete Nov 26 Nov 27 Nov 28 Nov 29 Nov 30 Deci Dec2 Hours SM T W T F S 106 Sloan Elementary O lo borilo lorlo lorlo lorlo lorlo lorlo oT i 1 2 3 4 5School l l P i 6 7 8 9 10 1112 Actual Comp Date enter Materials Enter Note 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Total o o 0 o 0 c o Note You can change the display dates by clicking a day Hours on the above calendar a Grand TotalHours0 o o fo i c lo save Reset _ PrintThis Back to WO 106 Click here to talk to an Online Operator NOW Home Calendar New Work Order My Requests My Account Powered by L DUBE Conditions of Use Privacy Policy Security Statement Emal LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff
11. 7 8 9 1011 3 28 2006 3 28 2006 Test Event 2 9 6 2005 10 11 12 13 14 15 16 15 16 17 18 19 20 21 12 13 14 15 16 17 18 2 50 43 17 18 19 20 21 22 23 22 23 24 25 26 27 28 19 20 21 22 23 24 25 24 25 26 27 28 29 30 29 30 31 26 27 28 29 30 bl pI PM 4 17 2006 4 21 2006 Spring Break 9 6 2005 z 2 35 47 Peal PM July August September SM TOW tik SLS MT WNF ESSIE MITOMT ES r R i123 4 5 6 I 2 3 a n She FR OA CO SOT Ssh SB A 8 9 8 10 11 12 13 14 15 16 14 15 16 17 18 19 20 11 12 13 14 15 16 17 PF EE FETALAI SBD ORS ES EE ee A SSE OSL OO EE OF 39 Sd OS A 2 4 The Get Weather shortcut as with the weather icon on the main monthly calendar and the Home page serves as a link to connect you with AccuWeather com where you can check current weather conditions in your area or the area where work orders are being done You can also check the forecast with a range up to fifteen days e Simply click on the Get Weather shortcut near the top of the page anda separate browser page will pop up displaying AccuWeather com r Foreces1 Zipcode or City state e Enter your Zip Code or City State into the box shown above and click Go 28
12. DER COUNTS Period All v Work In Process Request Totals iNew Request e To view a work order in detail click on the WOID Work Order ID number shown in red The example above is marked with the red arrow e Once you click on the WOID you will go directly to the work order itself See example on the next page 14 Address 1 http www06 schooldude com toolbox myatWO mydtWO_s myctWO_WOUpdate_tech asp woid 1068sql Sstinext Bstrprev Sstrtirst 8 EJ G0 Links t Sloan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP rg TNI f MAINTENANCE DIRECT Home Calendar New Work Order My Requests My Account Search for M C TELL A FRIEND Advanced Search Help Work Order Shortcuts Talk amp Suppliers New Request R Contact Info Submit My fa iag About It Info Quick Links Completed Journal work Assignment H Budget Info 2 Deferral Action Messages Info Taken Notes Work in 3 ie D a Progress Transactions amp Approval Attach File amp Print Form Print Routing Details Membership in CommunityDirect required for participation CommunityDirect information is shared within the entire membership but MaintenanceDirect data is kept private to each account Legend Y Indicates required information Automatically saves on click Work Order 106 44 First 4 Prev Next P Last
13. ENTER L gt New Request Note Action Taken is saved when Mark Complete button is clicked CALENDAR P Your Settings b gt Labor Hours Sertby aA si O Ascending Descending 11 29 2005 WORK Tuesday gt Purchase Transactions Filter Select Status v ny eae gt 2 Get Today s Weather SchoolDude com site 1 1 of total 1 listed Last LOGIN HERE z OTHER ASSIGNED WORK 1 Sloan Elementary School i Hello Howard Dude 106 Two lights out in stairwell Low TOTAL ASSIGNED WORK 1 Not Howard Dude Please 7 4 i Email re Action Taken be yourself ___ Print This at Sunerciect _ Make a Note Es Request Age 1 in days Assigned to Howard Dude il Contact EEE Today s Labor Hours Mark Complete New Request WORK ORDER COUNTS Period All rh Work In Process Request Totals iNew Request Across the top of the page you will see that there are five tabs reading Home Calendar New Work Order My Requests and My Account Each of these tabs will be discussed in detail further on but for now let s take a look at the Home page It contains the following sections 1 Quick Launch This section provides commonly used links including New Request Your Settings Labor Hours Purchase Transactions User Forum a place to submit questions and or problems you encounter while using MaintenanceDirect You can also read questions others have posted and SchoolDude
14. as having a yellow background on the calendar behind the WOID 24 2 The Day View page can be reached in two ways e Clicking on the Day View shortcut at the top of the page or e Clicking on the number of the date on the monthly calendar if that day s number is shown in red you can only reach the Day View this way if you have work orders assigned to you on that particular day The Day View automatically defaults to today s date It shows you what s going on one day at a time If you have no work orders assigned for a particular day the words There are no assigned Work Orders for this day will be shown If you do have work orders however you will see your work orders for the day displayed on the left hand side along with the WOID number the Work Order Request Description the Location Name and the Estimated Hours if applicable See red arrow below Re ed ALE A ee ee g ee ee a a LL ee et ed Meee te ee a eww euas g wa er ee ee j Sloan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP 4 oF q 9 MAINTENANCE Home Calendar New Work Order My Requests My Account eee E TELL A FRIEND Advanced Search Help Calendar Shortcuts Month View 1 Day View 1 Organization Assignment Get Weather Event Calendar Report Filtering View work orders starting by location OLA 23 4 35 6 7 8 3 A BS D E F GAIDTR ELM O P OR STU WwW xX Y 2 ALL Wor
15. d the other for the year which serve as another kind of shortcut allowing you to navigate the large calendar from one month to the next without clicking multiple times on the Previous Month and Next Month buttons gt Onthe Month View each day shows in the traditional squares of a calendar which contain any open work orders assigned to you Open work orders are those work orders not in the Complete Closed Void or Duplicate status gt There are different icons used throughout the MaintenanceDirect Calendar page to indicate what kind of work orders the work orders on the calendar are The legend for these icons is at the bottom of the Month View page and looks like this wet weauner 20 21 Z 23 24 23 26 af 28 29 30 lt Previous Month Next Month gt Legend MD Work Order no icon PM Work Order a FSD Work Order IT Work Order gt PD Work Order Nice the day number to view work order details for the entire day or click a work order id to view edit the work Click he Home Calendar New Work Order Reports Services Account Setup a gt Work order numbers will be displayed on the calendar as red links If you click on a work order number it will take you to the work order update screen If you see a number in parentheses next to the WOID that is the Estimated Hours for that work order gt If your educational facility or district has PreventiveMaintenanceDirect PM work orders will show
16. elp Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff gt Each request you make will be added to this list where you can check its current status the date you submitted it and any Action notes that have been made gt Youcan print your requests using the Print This icon near the bottom of the i page __ PrintThis gt Add a new work order by clicking the Add New Work Order icon provided at the top right hand corner of the My Requests list You will then be taken to the New Work Request page 20 VII Closing Work Orders When It s Time to Move On Work orders can be designated as Complete or Closed Work Order Complete work orders can be designated when you enter your labor hours from the Home page To mark a work order as a Closed Work Order you will have to open the long form of the work order so you can change the status box Generally if the actual work for the work order is done you would mark it as complete because you may still have labor hours or purchase transactions to add to the work order Once you add all transactions however you would then close the work order Once a work order is closed you cannot add any other transactions in order to add transactions you would need to re open the work order po SAYS Note that you can NOT delete a work order This is mainly for record keeping purposes To mar
17. hat particular work order If there is more than one work order which references work order 180 you would then see a listing of all matching work orders 10 3 Advanced Search Underneath the search field discussed above you will see a link that says Advanced Search Home 8 Calendar New Work Order Search for I Advanced Seart rch Help New Crafts WORK ORDERS BY STAT Clicking on this link will take you to the Work Order Search page which will look something like this Sloan County Schools Home Calendar New Work Order Scorch or I 2 ced s search Help advanced Search Shortcuts Q Work Order Search Legend My Requests My Account Q Equipment Search Q Transaction Search Tip To select multiple choices in each list box use the Ctrl key to select Work Order Search Location Include ALL Locations Include ALL Equipments Sloan Community College Blank Sloan Elementary School Lawn Mower 1 Sloan High School Sloan Middle School South Sloan High School Parts on Order Duplicate Request Include ALL Buildings R Sloan Gymnasium Budget1 Marching Band Fund Budget2 Athletics Fund Budget3 School Clubs Fund Budget4 Budget for any faculty Library Fund Any monies allott Include ALL Projects Bla n Playground Refu Onfantarin J I e On this page you ma
18. hortcuts Month View i Day View i Organization Assignment Get Weather Event Calendar Report Select Month Year November 2005 Print Aaciguinenits Work Calendar for November 2005 Tip You can click on the day number to see more details on work assignments The number in parenthesis are hour estimates Only open work orders appear closed completed void and duplicate are excluded View Legend Monday Tuesday en Thursday Friday sail pt ____ s a al E _ __ Work Day E dir aes 106 Get lt Previous Month Next Month gt Legend MD Work Order no icon PM Work Order FSD Work Order IT Work Order lt At the top of your screen just above the words Work Calendar for are the Calendar Shortcuts Month View Day View Organization Event Calendar Assignment Report and Get Weather In this section we ll cover each of these shortcuts in turn starting with the Month View 23 l The Month View page shows you what s going on on a large easy to read calendar one month at a time It s the view that shows automatically when you open up the Calendar page in other words the page you re looking at now The month you re in currently will display with arrows in the bottom left and right hand corners that you can click on to navigate to the Previous Month or Next Month Just below the Calendar Shortcuts you will see two drop down boxes one for the month an
19. ight hand side You can reach the Organization Event Calendar by clicking on the short cut at the top of the Calendar page The Organization Event Calendar page should look something like this depending on how many events have been entered to this point eee yy ee re rr rete ry Rea PAR PER ey Rw NP NRE ON wR renee ea rr e e pan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP 4 P E ar gt MAINTENANCE me Saas Home Calendar New Work Order My Requests My Account Advanced Search Help Calendar Shortcuts Month View 1 Day View i Organization Assignment is Get Weather Event Calendar Report Location Select Location 20054 gt Sloan County Schools Organization Event Calendar All locations BIshow Only Shared Events 1 6 of total 6 listed January March February SMTWTFESSMTWTES SMTWTF S EEGI End Event Title Date i 2 1 3 45 LIAS Date Date Created a G S a S Aaaa 10 10 2005 10 14 2005 Fall Break gon 9 101112131415 1314151617 1819 13 141516171819 AM 16 17 18 19 20 21 22 20 21 22 23 24 25 26 20 21 22 23 24 25 26 11 15 2005 11 15 2005 Matt s Birthday 9 8 2005 K 23 24 25 26 27 28 29 27 28 27 28 29 30 31 10 19 01 Peal 30 31 is 11 28 2005 11 28 2005 Teacher Work Day 11 16 2005 IAI November April May June SMTWTES SMTWTES SMTWT E amp 12 19 2005 1 6 2006 Christmas Break shit IS c A A E ES PM 4567 T ogg 345678 9 8 9 10111213145 6
20. k Orders for Monday 11 28 2005 4 November 2005 S MTIW TFS 1 1 of total 1 listed Previous 10 Next 10 OF S 2os2 ai amp P bf eS 20 G a2 Assigned To Howard Dude 13 14 15 16 17 18 19 WOID 106 20 21 22 23 24 25 26 ae 27 28 2930 1 2 3 WO Request Two lights out in stairwell Description Location Name Sloan Elementary School Estimated Hours 0 _ Print This Click here to talk to an Online ator NOW Home Calendar New Work Order My Requests My Account iii Powered by ae Conditions of Use Privacy Policy Security Statement Emaar lt I Oct CENVICEC MV ACCOUINT 279621 22C HEIN gt You can navigate from one day to the next using the small calendar on the right hand side of the screen see green arrow above Simply click the number of the day you wish to view To move from one month to another use the left and right arrows next to the name of the month at the top of the small calendar see next page 25 4 November 2005 gt P SHu TWT F amp S 30 31 1 2 3 4 5 G 7 8 91011 12 13 1415 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 gt To print a form for a work order click on the Print This button for the corresponding work order 26 3 The Organization Event Calendar page is where you can view events such as school breaks for locations organizations within your school or district They will then be stored on a yearly calendar on the left hand side of the screen and then listed in more detail on the r
21. k a work order as complete simply change its status to Complete To close a work order go in and change the status to Closed Work Order Save your changes by clicking the Save button See below Work Order 101 44 First 4 Prev Next P Last M Status Fil v Status Date 11 14 2005 1 18 07 PM Status Last Changed By 21 Work Order 101 44 First 4 Prev Next P Last M Status Fal Closed Work Order Status Date 11 14 2005 1 18 07 PM Status Last Changed By 22 IX Using the Calendar See the Big Picture As with all other SchoolDude products MaintenanceDirect has a Calendar tab a place you can go to see what s going on where when and who s involved You cans see in easy to read calendar format trips occurring on a month to month or year to year basis You can even check the weather In this section of your manual we ll show you how to use the calendar and all of its options to keep you up to speed on your work load e Toopen up your calendar from wherever you are click on the Calendar tab at the top of your screen The page that opens up will look something like this T ameme meee O L ee re rr rete ery Rrra PR PER ey NR NP NRE wn r ea o q ee xee pan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP 8 7 P a j MAINTENANCE DIRECT Home Calendar New Work Order My Requests My Account Search for E TELL A FRIEND Advanced Search Help Calendar S
22. licking the green dot for the corresponding choice provided Here is a look at the Assigned Work section of the Home page wy wis see ee pE eee erme m yu ee ee ey Bane Calendar New Work Order My Requests My Account GO TELL A FRIENI Advanced Search Help _ ASSIGNED WORK WORK CENTER lest Note Action Taken is saved when Mark Complete button is clicked CALENDAR ings i i ur Sort by REMSIYE M O ascending Descending 11 29 2005 WORK Tuesdi j R Filter Select Status ne QO Get Today s Weatl de com site 1 1 of total 1 listed ast gt a isena Soa OTHER ASSIGNED WORK alone n peii lights out in stairwell S Low TOTAL ASSIGNED WORK __ PrintThis oe end IN E Make a Note Action Taken Request Age 1 in days Assigned to Howard Dude Contact Mark in Progress Today s Labor Hours Mark Complete New Request WORK ORDER COUNTS Period All i iv Work In Process Request Totals 1New Request More About Assigned Work Take note that in this section as well as searching for work orders you also have the options of taking several different actions v V v View the details of a work order or edit it editing work orders will be discussed in further detail in the next chapter of this manual i 7 Print the work order form using the Print This icon provided J Frm This X Email your supervisor or other users in the system by clicking
23. r PrintThis mai Sasi Supervisor Request Age 76 in days Assigned to Howard Dude Contact Howard Dude Phone 919 555 1647 Paaer Ss i i i 19 VII My Requests Keeping Track of Your Requests The My Requests page allows gives you a look at all the work requests you ve made in MaintenanceDirect You can reach the My Requests page by clicking on the tab at the top of the Home page It should look something like this depending on how many requests you ve submitted T amem rn een Ry fe re rr rr eee Ny URN AN PEE MARE NTS PEE MAREN AP PEE MAR WE NS FEET a Nur nr r ng ne kaad Sloan County Schools Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP _ a f MAINTENANCE hy DIRECT Home Calendar New Work Order My Requests My Account Advanced Search Help Legend Click to sort table by that column My Requests Add New Work Order 1 1 of total 1 listed Previous 10 Next 10 Status 0 Location O Action Taken 0 Complete Date 0 Area D Description D Request Date O Area Number O Type O New Request Sloan Community College No Action Note 2nd Floor 109 Thermostat needs repair 11 30 2005 Climate Control Add New Work Order _ PrintThis Click here to talk to an Home Calendar New Work Order My Requests My Account EE Powered by ey BLES Conditions of Use Privacy Policy Security Statement LOGIN SERVICES MY ACCOUNT 32631335 HELP Need h
24. r example you can add information and details to a work order that you have done work on yourself but you can t reassign a work order to another user To understand the work order itself in order to understand how to edit one let s take a detailed look at the work order form and just what you can do as a Technician to edit it See below Aaaress http www06 schooldude com toolbox mydtwO mddetault asp x A a EJ GO LINKS p Sloan County Schools Go to Quick Links v LOGOUT MY ACCOUNT 32631335 HELP AS E A j MAINTENANCE DIRECT Home Calendar New Work Order My Requests My Account Advanced Search Help Quick Launch ASSIGNED WORK WORK CENTER gt New Request Note Action Taken is saved when Mark Complete button is clicked CALENDAR P Your Settings ienee z a ae l i gt aban Hour Sort by Request Age E O Ascending Descending 11 29 2005 WORK Tuesday Purchase Transactions Filter Select Status vo I User Forum i SA pN Get Today s Weather SchoolDude com si 1 1 of total 1 listed Last s OTHER ASSIGNED WORK 1 Sloan Elementary School X 106 Two lights out in stairwell rhe TOTAL ASSIGNED WORK 1 Print This RASET Make a Note Action Taken yourself Phy Request Age 1 in days Assigned to Howard Dude Contact Mark in Progress Today s Labor Hours iol Mark Complete New Request WORK OR
25. s You can test here F Notify Cellular Email only for Emergency Work Orders Change Password Old Password New Password Verify New Password Click here to talk to an Home Calendar New Work Order My Requests My Account en Powered by E DUBE Conditions of Use Privacy Policy Security Statement Emal LOGIN SERVICES MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2001 SchoolDude com Inc All Rights Reserved Legal Stuff e Make any changes you wish to make and click Done If you don t want to change your password at this time you don t have to Your changes will be made anyway e When you click Done you will be taken back to your Home page e SAYS If you don t see the change immediately for instance if you changed the spelling of your name and the spelling hasn t changed under the Login Here section don t worry Next time you log in you ll see that the change has been made Ill New Work Order MD in Action Technicians have the ability to enter new work order requests in MaintenanceDirect To do so you will need to click on the New Work Order tab at the top of your Home page and fill out the following form on the New Work Request page You can choose whether or not the new request will be assigned to you or if it will be routed according to your system routes Keep in mind that 4 indicates a required field
26. s displayed in this section by selecting a new period from the dropdown box provided Once you select a period the page will automatically refresh showing that period See the Work Order Counts section of the Home page below Address http www06 schooldude com toolbox mydtWO mddefault asp XJ EJGo Lnks H P Labor Hours ay at See ee oe Re 11 29 2005 WORK Tuesday b Transacti E a z eee ions Filter Select Status ine Get Today s Weather SchoolDude com site 1 1 of total 1 listed Last M LOGIN HERE sloan elementary SoA OTHER ASSIGNED WORK 1 Hello Howard Dude 106 Two lights out in stairwell Not Howard Dude Please 3 Em ail P s Low TOTAL ASSIGNED WORK 1 be yourself __ PrintThis a Biia _ Make a Note Action Taken Request Age 1 in days Assigned to Howard Dude Contact Mark in Progress Today s Labor Hours i Mark Complete New Request WORK ORDER COUNTS Period All val Work In Process Request Totals 1New Request E New Request lt gt As work orders are assigned to you and their statuses change as you handle them you will see more statuses listed in this section marked by the red arrow above and more colored sections will appear in the pie chart 13 V Editing Work Orders Adding Your Iwo Cents Technicians have the ability to edit work orders entered into the system However this ability is limited in certain aspects As a technician fo
27. show email notifications sent out from our servers To enter a new message click the New Message link Journal Notes This section allows you to post journal notes regarding the work order You also have the option here of sending out a reminder email for the journal note To create a new journal note click the New Note link Transactions In this section you can add and edit Labor and Purchase Transactions If you have SchoolDude s InventoryDirect you will also be able to add and edit Issue Transactions here Transactions will be discussed in further detail in the next section of this manual Approval Routing File Attachments You can attach up to TWO files for each work order They must be 3MB or less each 16 VI Entering Labor and Purchase Transactions How Much Was That Again The cost of a work order comes of course from the labor and purchase transactions attached to it To track those costs simply enter them into MaintenanceDirect and our system will organize them for you so that you ll always know exactly how much a work order costs and why e To get started with entering labor and purchase transactions do the following e As you saw in the previous section the second page of a work order contains a Transactions section where you can click one of two links Transactions New Purchase Transaction New Labor Transaction e Clicking on the New Purchase Transaction link on the work order form will take yo
28. t s take a minute to check out the My Account page which contains your information as entered by the Administrator during the account setup process Use this page to edit your information or to change your password Your My Account page should look something like this Sloan County Schools Home Calendar New Work Order My Requests My Account Advanced Search Help Go to Quick Links LOGOUT MY ACCOUNT 32631335 HELP ule ANC j MAINTENANCE DIRECT TELL A FRIEND Legend Kal Indicates required information Account Administrator Work Order Participant Information Login Name Hdude Tal First Name Howard Tl Last Name Dude Tl Email HDude geewiz com 7 Receive email notifications Reports To Ben Dude Note Reports to fields helps supervisors and administrators process and manage work assignments Personnel Type Not Assigned v Phone Number 919 555 1647 Fax Pager Pager Email Notify electronically by Pager Note Pager notifications for work requester is not supported Unit must support text based electronic notifications You can test here F Notify Pager Email only for Emergency Work Orders Cellular Phone Cellular Email Notify electronically by Cellular Phone Note Cellular notifications for work requester is not supported Unit must support text based electronic notification
29. u to the following page where you can enter and save all of the purchase transaction information for the current work order See below Sr ey E E rr re ry Rey RN RN NR NN RRR FEU wetness Ww NE sve MY ACCOUNT 32631335 HELP s f F Ay MAINTENANCE TELL A FRIEND Go to je Quick Links LOGOUT New Work Order Search for I 2 Advanced Search Help Home Calendar My Requests My Account Legend Til Indicates required information Purchases Work Order 106 Back to WOID 106 Search WOID Hi Description Two lights out in stairwell Location Sloan Elementary School Status New Request Assigned To Howard Dude V Trns Date 11 29 2005 V Type Materials v Select Supplier or select s li type new one below uppiier i Supplier Invoice PO Budget Code Purchased by V Description W Quantity ra gt Select Budget Account _ ai Select Purchaser v il V Cost Each Markup Discount _ a I7 W Required information fields include Transaction Date Type Description Quantity and Cost Each e Clicking on the New Labor Transaction link on the work order form will take you to the following page where you can enter and save labor transaction information for this particular work order See below Tameme m RR at eed De ee EE ee ee ed ee E E E Spr ea o ee e Go
30. y choose any combination of search options from the listings and fields provided Enter your options and click the Search Now button Il E ana SAYS An example of using the Advanced Search would be if you would like to search for all work orders with the status of Work In Progress for Sloan High School requested in September of 2003 In this case you would choose Sloan High School from the Location list and Work In Progress from the Status list In the request date fields you would type 9 1 2003 to 9 30 2003 and then click Search Now A list of all work orders that meet those particular criteria would appear If there was only one work order to meet those criteria the work order update page for that work order would appear instead of the list gt To print out the results list click on the Print This icon at the bottom of the results page To print out a single work order click on the printer icon next to the corresponding work order gt To view a specific work order click on the work order ID or the description gt Ifyou would like to send an email to the requester click on the requester name to send an email via your email system your browser and email must be configured to use mail to links 12 4 Work Order Counts You can view all of your work orders that hold a particular status by clicking on the number next to the corresponding status You can edit the time period that i
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