To assign a Contractor to a work order request, go to the 'View Requests' page by clicking the Facilities Central Solution Suite in the left hand side navigation.
Locate the request you want to amend and click on the request to display the information on the right hand side.
There are two ways you can assign a Contractor to a Work Order Request.
Click on the 'Add Contractor' button and complete the following information:-
Service Type
This will display a list of all service types that have been created - choose the one appropriate to the request
Work Order Number
Use this field as a secondary reference number or leave blank and the platform will automatically assign one
Contractor
Based on the service type you choose, the associated preferred and other Contractor details will appear for you to choose from.
Based on that selection, the Contractors details will default along with any Certificate information (dependent on that product being part of your Solution Suite)
Work Description
Enter instructions for the Contractor which will become part of the work order or click to copy details from original request.
Attachment
Should you choose to email the work order request to the Contractor, this attachment will be included.
Start and End Date
As an indication to the Contractor, enter a start and end date for when the work must be started and finished.
Site contact name and number
Enter these contact details should the Contractor require them whilst on site.
Click on the 'Submit' button to save the information and assign the Contractor to the work order request.
To assign another Contractor for a different service type simply complete these steps again.
Assign multiple work orders to a specific Contractor
Tick the work orders you want to assign to a specific contractor by ticking the red indicator to the left of the status
Select the Assign Contractor Button
Service Type
This will display a list of all service types that have been created - choose the one appropriate to the request
Contractor
Based on the service type you choose, the associated preferred and other Contractor details will appear for you to choose from.
Based on that selection, the Contractors details will default along with any Certificate information (dependent on that product being part of your Solution Suite)
Notify Contractor
Select the contractor notification/s required
Click on the 'Submit' button to save the information