Triaging REO Work Orders
Jennifer Fullerton
28 steps
2 minutes
Dartmouth
1
Open Planon.\ Click "REO work orders".\ Click "Work overview - REO".
Viewing Orders to Triage by Property Group
2
The Properties Layout is displayed.\ Click the In Selection box where it says "Filter name" to select a property filter.
3
Select the appropriate property filter.
4
Click "Orders"
5
On the Orders layout, click the In Selection box where it says "Filter name".
6
Select the filter **1.0 Orders Bench (filter by property first)**
7
A list of reactive/planned work orders ... 1. for the properties select, *and* 2. with the status of either New (red star icon) *or* Reviewed (red triangle icon) .. are displayed for all trades (including FO&M).
8
To view all orders for a different property group, navigate back to the Properties Layout and select a different property filter.
9
Click the "Orders" selection step to return to the orders list.
Viewing Orders to Triage by REO Trade
10
To triage orders for all properties for only the REO Trades, return to the Properties layout and make sure no properties are selected.
Tip! You can also filter by property group using this filter as well if you'd like.
11
Click the "Orders" selection step.
12
On the Orders layout, click the In Selection box where it says "Filter name".
13
Select the filter **1.0 REO Orders Bench**
14
A list of reactive/planned work orders ... 1. with the status of either New (red star icon) *or* Reviewed (red triangle icon) .. are displayed for the REO trades (REOEM, REOGR, REOMT, REOPT, REOOPS).
Triaging Orders
Alert! Any Order with a New status (indicated by the red star icon) must be triaged and moved forward to another status in order for work to continue.
15
With one of the two filters above selected, select a new work order.
16
The order details are displayed on the right side of the window in the details pane. Note the status of this order is currently WO10, Reported.
17
Scrolling down reveals that it was reported on today at 9:25 AM.
18
Review the orders required fields for accuracy and completion. Any missing required fields must be filled in before moving the order forward.
19
If the order was dispatched indicate that using the Dispatched field under the Status grouping. Fill in the correct property, floor, space, rentable unit, and/or asset ID information if known. Confirm the priority is accurate.
20
Confirm the trade and internal coordinator are correct. *Typically, the Internal Coordinator is the person who will be assigning a technician to the order and verifying the order is complete.* If you will be assigning the work order to a specific tradesperson, you can fill in the Internal Tradesperson value also. Confirm the requestor information is accurate.
Verify Billing Chartstring
21
To verify or update the chartstring on the work order click on **Update Billing Allocation details** from the Action Menu.
Current billing rules default the work order chartstring to the chartstring saved on the order property, unless the requestor submitted a specific string through the self-service forms.
22
The current chartstring is shown. To edit the chart string click on the pop out box next to the existing string.
23
A new window opens. Click on **Create new chart string.**
24
Type or select the segment values for the desired chartstring.
25
When finished click OK.
26
Click on Update.
27
A pop up is shown that verifies the billing allocation has been changed. Click Close.
28
Finally, select the appropriate status transition for the action menu. Once the page is refreshed the selected order will move to the appropriate user filter based on status.
Triaging REO Work Orders
Jennifer Fullerton
28 steps
2 minutes
Dartmouth
1
Open Planon.\ Click "REO work orders".\ Click "Work overview - REO".
Viewing Orders to Triage by Property Group
2
The Properties Layout is displayed.\ Click the In Selection box where it says "Filter name" to select a property filter.
3
Select the appropriate property filter.
4
Click "Orders"
5
On the Orders layout, click the In Selection box where it says "Filter name".
6
Select the filter **1.0 Orders Bench (filter by property first)**
7
A list of reactive/planned work orders ... 1. for the properties select, *and* 2. with the status of either New (red star icon) *or* Reviewed (red triangle icon) .. are displayed for all trades (including FO&M).
8
To view all orders for a different property group, navigate back to the Properties Layout and select a different property filter.
9
Click the "Orders" selection step to return to the orders list.
Viewing Orders to Triage by REO Trade
10
To triage orders for all properties for only the REO Trades, return to the Properties layout and make sure no properties are selected.
Tip! You can also filter by property group using this filter as well if you'd like.
11
Click the "Orders" selection step.
12
On the Orders layout, click the In Selection box where it says "Filter name".
13
Select the filter **1.0 REO Orders Bench**
14
A list of reactive/planned work orders ... 1. with the status of either New (red star icon) *or* Reviewed (red triangle icon) .. are displayed for the REO trades (REOEM, REOGR, REOMT, REOPT, REOOPS).
Triaging Orders
Alert! Any Order with a New status (indicated by the red star icon) must be triaged and moved forward to another status in order for work to continue.
15
With one of the two filters above selected, select a new work order.
16
The order details are displayed on the right side of the window in the details pane. Note the status of this order is currently WO10, Reported.
17
Scrolling down reveals that it was reported on today at 9:25 AM.
18
Review the orders required fields for accuracy and completion. Any missing required fields must be filled in before moving the order forward.
19
If the order was dispatched indicate that using the Dispatched field under the Status grouping. Fill in the correct property, floor, space, rentable unit, and/or asset ID information if known. Confirm the priority is accurate.
20
Confirm the trade and internal coordinator are correct. *Typically, the Internal Coordinator is the person who will be assigning a technician to the order and verifying the order is complete.* If you will be assigning the work order to a specific tradesperson, you can fill in the Internal Tradesperson value also. Confirm the requestor information is accurate.
Verify Billing Chartstring
21
To verify or update the chartstring on the work order click on **Update Billing Allocation details** from the Action Menu.
Current billing rules default the work order chartstring to the chartstring saved on the order property, unless the requestor submitted a specific string through the self-service forms.
22
The current chartstring is shown. To edit the chart string click on the pop out box next to the existing string.
23
A new window opens. Click on **Create new chart string.**
24
Type or select the segment values for the desired chartstring.
25
When finished click OK.
26
Click on Update.
27
A pop up is shown that verifies the billing allocation has been changed. Click Close.
28
Finally, select the appropriate status transition for the action menu. Once the page is refreshed the selected order will move to the appropriate user filter based on status.
