Work Orders
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Checklist notes Consolidation onto Work order 'Workers remarks' section
Would be looking to auto-move notes entered from a work order job checklist note into the 'Workers remarks' section of the work order with a reference to the checklist line. This would be helpful when workers make a note on the checklist but there...
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AAM - Provide two-way link between Work order job and project/subproject.
Would like the ability to have a two-way link between the work order job project ID and the Project Management & Account Project module. Currently we can click the Project ID within the job line on the work order and hyperlink into the Project...
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AAM - Work order dates to populate Project dates
Our organization utilizes Advanced asset management and D365 Project Management and Accounting module. We would like the dates from the work order to populate and update the project/subproject in the Project Management and Accounting module based ...
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Checklists - add text field for worker documentation
Would like the option for checklists to have a format that text can be entered into the field and that it would show on a printed work order report. So I am asking for something different than adding a note to the checklist line as this does not s...
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8
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Create a maintenance request from checklist actions
As a maintenance worker, I want to automatically create a maintenance request based on my response to the work order checklist. Add new action type "Request" to checklist actions, with setup of: Checklist action ID Active (Yes/No) Checklist action...
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