TDCI System

User Tools

Site Tools

Trace:
module:joborder:service:list

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision 		Previous revision
module:joborder:service:list [2014/04/22 18:55]
target 		module:joborder:service:list [2015/06/25 17:19] (current)
target
Line 2: Line 2:
 This section is the Job Order Service List. It contains the list of Job Order Service records. \\ This section is the Job Order Service List. It contains the list of Job Order Service records. \\
  
-Overview: Job Order Service list allows registration of service job order for use within system modules. Registration requires a reference project. Each successful registration adds to the number of service job order in the list and provided a system generated code to distinguish one job order from another.+**Overview:**
  
-Definition of Terms:+Job Order Service list allows registration of service job order for use within system modules. Registration requires a reference project. Each successful registration adds to the number of service job order in the list and provided a system generated code to distinguish one job order from another. 
 + 
 +**Definition of Terms:**
  
 Service List - database of company service job orders Service List - database of company service job orders
  
-Service - activities that form part of project   +Service - any productive activity that take part in completing a project   
  
 Job Order Service - a type of Job order  Job Order Service - a type of Job order 
  
 Job Order Service Record/Profile - consists pertinent information about the service; found under Job Order-Service Job Order Service Record/Profile - consists pertinent information about the service; found under Job Order-Service
 +
 +**User Involve:**
 +Project Manager is responsible for initiating a Service job order to be processed and reported by Warehouse Team in accordance with the JO type and the given instruction. Both are in charge of maintaining a transparent and accurate Service job order system. 
 +
 +**Forms:**
 +
 +Service Job Order - the common form to use by PM and warehouse for requesting and reporting delivery of prepared item of specific project;
 +
 +Service Report Form (SRF) - is the form use to validate man hours and work done rendered by installers
 + 
 +**General Procedure/Instruction:**
 +
 +**A. Creating a Service Job Order**
 +
 +a.1. receive permission from client to conduct a service
 +
 +a.2. identify and open the reference project
 +
 +a.3. under job order tab open blank Service JO and fill up the information needed in the header 
 +
 +a.4. add more information under service detail and manpower requirement tab
 +
 +a.5. click save to make a "draft" job order
 +
 +**B. Sending a Delivery Job Order**
 +
 +b.1. select the Service JO you need to send and execute by warehouse team
 +
 +b.2. review and finalize the details 
 +
 +b.3. click "Post" to send 
 +
 +**C. Executing a Service Job Order**
 +
 +c.1. select a job order you want to execute
 +
 +c.2. review and understand the details
 +
 +c.3. click "On-going" to acknowledge the details in JO and notify sender that you will now start serving, else request revision or ask questions from sender given the unclear/unacceptable details 
 +  
 +c.4. print JO as it pops-up upon clicking on-going
 +
 +c.5. attach printed delivery JO with other needed document like permits,site map,lay-out etc.,
 +
 +c.6. execute the job order
 +
 +**D. Reporting a Service Job Order**
 +
 +d.1. upon execution fill-up needed information on the printed Service JO 
 +
 +d.2. finalize printed Service JO report along with the signed SRFs
 +
 +d.3. using printed Service JO report, create a Service report using the reference Service JO in the system
 +
 +d.4. click "Report" to notify sender of the work done
 +
 +d.5. make report until JO status is "Complete"
 +
 +d.6. compile and forward copy of pictures taken (as required)
 +
 +**E. Revision or Cancellation**
 +
 +e.1. identify the job order for revision/cancellation
 +
 +e.2. check JO status
 +
 +if JO status:
 +   * -draft: any PM can revise/cancel (revise/cancel your own JO or as assigned by creator of JO) 
 +  *  -new:any PM can revise/cancel (revise/cancel your own JO or as assigned by creator of JO) 
 +  *  -on-going: inform warehouse regarding revision/cancellation of concerned JO. Warehouse returns item or suspends serving JO and click roll back to return Jo status to new then PM can cancel the new status document
 +  *  -reported complete/partial: this status cannot be revised or cancelled; please use inventory adjustment or related JO to offset errors made
 +
 +e.3. click "Save" or “Cancel” following the given conditions
 +
 +**Notes:**
 +
 +All type Job orders have the same status naming convention but may differ in meaning.
 +
 +Preparation Status are as follows:
 +
 +  * Draft - service request is being finalized
 +  * New - service job order details are final and sent to warehouse for execution  
 +  * On-going - job order was acknowledged by warehouse and manpower is scheduled for rendering service
 +  * Partial - job order is reported by warehouse but some areas are not complete and asked by client to return on a given date to complete the service (no need to re-JO in this scenario)
 +  * Complete - service rendered is totally complete or stopped due to client business reasons and without given date of return for completion (in this  case PM should re-JO when schedule is provided) 
 +  * Cancelled - job order is cancelled by sender due to reasonable reasons
  
 Notes: Notes:
  
-For instructions on how create a new job order service record please see Create New Record and fill up Delivery Profile form.+For information about service job order profile please see [[module:joborder:service:profile|Service Profile (Service Job Order Form)]]. 
module/joborder/service/list.1398164136.txt.gz · Last modified: 2014/04/22 18:55 by target

Page Tools

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki