Work Orders & Asset Management

Trainers: Maggie Connor, Steve Dortch

Session 9:  2:00 p.m. - 3:30 p.m.

Goals

The first level of credit card security (Level 1) is no security at all.

• Configure work order module
• Add, assign and close work order
• Bill owner/reservation for work order
• Create vendor payable and generate vendor statements

Overview

RDP's "Work Order and Asset Management" module is designed to automate the process of entering and completing a work order request, as well as track all fixed assets. The Work Order Monitor screen is the core element of the module. It displays the current status of all work orders, and auto-refreshes as work orders are added, edited or closed. It also has the ability to bill owners or reservations and create payables for outside vendors for the work completed. The work order module is fully integrated into RDP.

Configuration

• Options
• Locations
• Contact Type
• Phone Type
• Email
• Request Type
• Taken From
• Vendor Type
• Asset Type
   

Add Work Order Vendor

• Add Vendor
• Detail Tab
• Markup/Transaction Code Tab
• Invoice
• Time & Materials
• List/Change
• Add Contact

Add Assets

• Add Assets
• Add Multiple Assets
• Change/Delete

Add Work Order: Outside Vendor

• Add Work Order
• Assign Work Order to Vendor
• Close Work Order
• Add Invoice Information
• Pay Vendor
• Bill Owner/Reservation with Markup

Add Work Order: Internal Maintenance Department

• Add Work Order
• Assign Work Order to Internal Vendor
• Add Time Spent
• Replace Asset and Add Asset to Inventory
• Close Work Order
• Bill Owner/Reservation with Markup

Add Task

• Add Task to Reservation
• Add Task to Vendor
• Close Task

Process Payables

• Process Vendor Payables
• Vendor Statement

Pay Bills for Owners

• Pay a Bill (Process Bill)
• Pay All Bills (Pay All Accounts)