Work orders and procurement
From defect to repair: work order, part, purchase.
A defect becomes a work order with assignees and parts. What is used comes off the stock, and what has to be ordered goes into a purchase request.
How it works
- 1
Open a work order
Link the defect, assign people and a priority, and add the items to do.
- 2
Log work and parts
Time and used parts are logged on the order, and the stock updates.
- 3
Order what is missing
A purchase request moves through its statuses from approval to receipt, with a history of changes.
What you get
- Work orders with assignees, priority, status, checklist items, time entries and parts used
- A defect can be linked to a work order
- A work-order calendar with day, week, month and agenda views
- Every work order has an audit log with chat
- A library of items and templates speeds up new work orders
- A parts catalogue with categories, SKU, supplier, unit and default cost
- Stock changes when a part is used or removed on a work order and when a purchase is received
- Purchase requests: pending, approved, rejected, ordered, received, cancelled, with an audit timeline
Who uses it
- Technical lead: defects become work orders with deadlines
- Office and purchasing: purchase requests and stock in one place
- Assignees: an order with items, time and parts
Questions and answers
Is there a work-order calendar?
Yes: day, week and month views, and an agenda list.
Does stock update automatically?
Yes, when a part is used on a work order. It goes up when a purchase is received.