Overview:

This screen gives you visibility of all Work Orders that have been assigned to your company across all subcontracts. You can refine the list by selecting one of the blue filter options and clicking Apply Filter, narrowing the results displayed. You can utilise this view to see all outstanding amounts or to drill into the details of an individual WO Number. You will find a link to this screen from the site map menu on the left hand side. Note that you can also arrive to this screen from the Portal Summary pre-filtered based on the WO Type chosen.

Screen Guide:

• WO Number is the number assigned to the individual Work Order. This field also acts as a link to the Work Order Portal Detail pop up window.
• Date is the date nominated for this WO, not necessarily the creation date.
• WO Type is the category of WO that this will sit under. WOs are limited to the following:
  • Original Contract
  • Approved Variations
  • Recharges
  • Subcontract Contingency
  • Unapproved Variations
• Job is the project that the Subcontract sits under.
• Subcontract is the containing subcontract for this WO. Note that one subcontract can have multiple WOs.
• Subcontractor is your company.
• Comments can be added during the creation process and are optional.
• Currency is the currency that your company has been set up with.
• WO Value is the total expected cost based on all WO lines.
• Outstanding is the remaining expected cost considering all existing Portal Claims that have consumed all or part of the WO.
• Created By is the user that created the WO.
• Approved By is the user that has approved the WO, if it has been approved.
• Assigned Approver is the user that has been assigned to approve this WO.
• Completed is a tickbox that only activates once the WO has been fully consumed (no Outstanding cost remaining), or has been forcefully completed.

Next Steps:

By clicking on the WO Number, the Work Order Portal Detail screen will pop up providing more detailed information about the Work Order. You can add attachments to the order from that screen if desired.