This article will cover how to respond to work orders in Dalux by changing the status, as well as adding documents and otherwise editing it.
Table of contents
How to respond to a work order
To respond to a work order assigned to you go to:
Work Orders
Work orders -
My inbox or
Team inbox tabs and open the work order by double clicking on it.
(Click the image to enhance)
Status
You can change the status from the work order window using the buttons in the top bar, which is the primary way to respond and complete work orders. You have three options for responding by changing the status, you can:
-
Reject, close if the work order should not be carried out
- Report it as
In progress to accept and start the work order
-
Complete, close the work order when the job is finished
When changing the status of a work order a note window will pop up, prompting you to type in a note for the status change. It could be a note on how the task was completed.
If choosing an internal note, only users with access to the instance will be able to see it. If choosing "All", suppliers will also be able to see it, and attachments can be added to it:
More
The More menu has a collection of actions to change and add to the work order without changing its status. From this menu, you can:
- Rename
- Add images, notes documents and invoices
- Add a reporter
- Add a notification, which will be sent to a specific email at a given time
- Create a ticket for HelpDesk (this can be used to make it visible for other HelpDesk users, so they don't create duplicate tickets)
- Link to new or existing work orders