CJ976

Just wondering - after a long time of using d-tools I've decided to make use of the business manager side of the program. From what I remember when I first looked at business manager years ago it looks like it's come a long way.

My general question is what is the best approach in creating work orders? It seems to me that it would be best to create work orders by phase for your projects (especially for larger projects).

It seems that the reports within business manager center around the "by location" approach - will users be able to edit/create new reports for business manager?

ChristianB

I use Scheduling to create work orders and Gantt work flow charts. Usually I create one summary task for each room/location, then tasks based on phase for each location. Then I create Work Orders based on those tasks. One work order per location and per phase. By doing that I have full control over all tasks finished and remaining for all rooms. (as long as the technicians report back to me). It is also a good quality control for them as they can see on the work order all tasks for that room (and that phase).

I work exclusively on commercial installations, usually with many rooms. Maybe there is other ways of doing it that works better for you, but if you start playing around with the tool you will soon get the hang of it and find your way.

BTW: Is that Zod in you avatar?

CJ976

Cool - sounds like a great way to go about it. Yeah - sometimes I feel like I'm lucky to get red lines and wire check lists back from the guys in the field - so it should be interesting to see what (if anything) I get back pertaining to work orders.

Yep - Zod rocks!