When you create a work order manually, the work order does not include any jobs, instructions, notes or categories.
Work orders can be created from the following pages:
- The details page of a vessel
- The Job Calendar page
- The Job Management page
To create a work order manually:
1. Click . The New Work Order window displays.
2. Click Create a Manual Work Order.
The [CREATE] Work Order window displays.
3. Specify the following details for the work order.
- Scheduled For — The date you want the work to start. You can click the icon to display the jobs calendar.
- Assigned To — The person you want to assign the work order to. If the work can be done by anyone on the cellar crew, leave this unassigned.
- Issued By — The person who is assigning the work.
- Category — The work order category provides a way for you to organize your work orders. A category can be anything that you’d find helpful (e.g., Additions, Contract Work, etc…). Categories can be color-coded to make them easier for you to recognize.
- Summary — A brief summary of the work you want done. If you leave the summary blank, vintrace will add a summary based on the type of work that you’re scheduling.
- Owner — The owner is automatically set if the work order is related to a single owner/client.
- Bond — The bond associated with the work order.
- Notes — You can enter any general instructions for the work order. You can also select one of the standard notes (i.e., pre-defined instructions) by clicking .
4. Do the following for each job you want to add to the work order:
- Click Add Job.
- Select the type of job you want to add to the work order.
- Specify the details for the job.
- Click Add to Work Order.
5. Click Save As…
- Draft - you’re not ready for your staff to complete the work. The work order will be saved for the future.
- Ready - the work order is ready for your staff to complete.
A Word or PDF file of the work order is downloaded.
NOTE: To save the work order as a template, click Save As Template. Refer to our Creating a Template from Existing Work Order article to learn more.