Scenario 8: Facility Coordinators : How to create rework Work Orders and reassign
How to create rework Work Orders and reassign
Scenario 8 : If a Facility Coordinator realizes that a work order needs rework and it needs to be reassigned to another Servicer...
This article is primarily for Facility Coordinators.
This scenario explains how to add rework to a Work Order and reassign it to another Servicer.
E.g. If the Facility Coordinator is not satisfied about the job done by the Servicer’s team
Work Order Process with Rework and Servicer Reassignment
Let’s take a quick look at the overall Work Order process when a Facility Coordinator adds rework to a Work Order and reassigns another Servicer to it.
After a work order is created,
- Facility Coordinator will receive work order via Workspace Work Order app.
- Facility Coordinator will assign a Servicer along with Servicer’s Supervisor and Coordinator (assigning a Servicer Supervisor and Servicer Coordinator is optional here) to the work order.
- The Supervisors related to the Servicer will get the work orders to assign technicians and work schedule to carry out the assigned work.
- The assigned Technicians will receive work order; and he/she will acknowledge the work order.
- The assigned technician will complete the work order.
- Facility Coordinator adds rework to the work request and reassigns a servicer.
The Facility Coordinator might be not satisfied with the work and will rework and reassign the work order (assign a different technician to get the rework done). - Then the newly assigned Technician will receive work order; and he/she will acknowledge the work order and complete it.
- Finally, the coordinator will verify the work and close it if no rework is required.
How to create a rework work order and reassign it?
This quick tutorial explains how you can create a rework & reassign a work order.
Typical Actors
- Facility Coordinators
Stage before the Action: Completed
Stage after the Action : Assignment
If the work is not done properly by the assigned technician, the Facility Coordinator shall assign a new technician to complete the work order tasks.
On the Workspace-Work Order app,
- Hover over ‘My WO Tasks’ on the left bar
- Click CWOs Supervised by Me to filter your work orders at Completed stage
- Click on the relevant Work order record to open its detail page
- Hover over ‘Completed’ drop-down and click ‘Rework and Reassign’
- Add your Comment related to rework and reassign
- Finally, click Rework and Reassign.
Once rework is added to a work order and reassigned, the stage of the work order will move to the ‘Assignment’ stage.