Work order categories
Frank Louwerse
Edith Bezuijen
Nicolas Menard
Niels van der Vliet
Required permission
Basics
Work order categories are used to define the category of the work order, an example of a category can be ‘heating’ where an item can be 'central heating not working' for example. Additional information on work order categories that could be useful are:
- A work order category can be marked as 'periodical' or 'inspection', which means that those categories will be used in the periodical task or inspection flow within Maxxton Software.
- A work order category can be linked to a location or an accommodation type, so categories can be made relevant for specific locations, accommodation types or areas, which means non-relevant categories can filtered out and won't be given as an option during the creation process of a work order.
- Configured work order material can be linked to the existing categories, to make sure only relevant material will show once completing a work order.
No entities linked
If no location, accommodation type or area is linked to a work order category, it means the category is valid for all locations, accommodation types and areas. This also means that when just one location, accommodation type or area is linked, this is an exception and all non-selected entities won't be valid.
Additional features
When multiple departments at one location are working with the work orders (e.g. housekeeping and maintenance department), it will happen that those operational employees will see each other work orders. This is confusing and blurs the actual workload per department.
How to solve that?
Within MXTS, you're able to select user roles per work order category. If the applicable user has the user role linked to its profile, he/she will be able to see work orders from that category.
- Once you've selected the required work order category
- There's a card called 'Linked roles' where roles (configured in the back office manager) will be shown).
No roles linked
If no roles are linked to a work order category, it means the category is valid for all user roles. This also means that when one role is linked; make sure you link all others that need access to work orders of that category too.