Work orders are a feature Synovia offers to customers whose drivers perform inspections on their vehicles and then submit those inspections electronically to the Synovia software (usually via a mobile data terminal, or MDT). If an inspection has failed items, a work order will be automatically created (one work order per inspection, which will include all its failed items).
Note: The Work Orders license will need to be enabled for your account before the following will be available. Contact your customer success manager (CSM) if you need to request that this feature be turned on.
For more information about work orders, see An Introduction to Work Orders.
If you need to modify a work order item, such as to log that it has been repaired, you can do so as follows:
- Follow the steps in Viewing Your Work Orders to pull up the work order item you need to change.
After you click
in the item's row in the Work Order History grid, its details will appear in the Edit Work Order pane on the right.
- If you need more screen real estate for the Edit Work Order pane, you can click and drag the yellow-green vertical bar to the left.
At the top of the pane is the work order number, the name/number of the vehicle the driver was performing an inspection on, the date and time the work order was created, the name of the employee who performed and submitted the inspection (usually a driver), the status of completion for the work order, the date its items were fixed (if applicable), and any notes the driver or mechanic included.
In the lower part of the pane, you'll see a grid with the particular item's ID number, its description, the status, external ID (if any), whether the item has been confirmed as repaired (if it had been previously entered as fixed), the date of the repair, and notes.
Note: For more specifics about what's in the details pane, see Viewing Your Work Orders. - To change the status of the work order as a whole, follow these steps:
Note: Skip down to step 5 to update the status of just the one work order item.- Click the Status drop-down arrow at the top of the Edit Work Order pane and select the new state of repair, given these options:
- Open: The default value, set when the work order was automatically created, meaning that items for the work order still need to be evaluated and fixed.
- Declined: For a fix that has been denied — for example, if you are the mechanic checking whether the repair needs to be made and have determined you don't believe that it is necessary at this time.
- Fixed: For a work order that has been resolved, such as if you are the mechanic who made the repairs.
- In Progress: For a work order whose repair has been undertaken but not completed yet.
If you entered a status of Fixed or Declined, a Warning dialog box will appear.
Caution: This is designed to warn you that the status will be changed for the entire work order, not just a single item. Click No if you need to change the status for only one work order item and go down to step 5 instead.
- Open: The default value, set when the work order was automatically created, meaning that items for the work order still need to be evaluated and fixed.
- To change the repair/decline date and time (which will be prepopulated with the current day and hour), you can click the calendar and time pickers and select the correct values.
- Click Yes.
The Date Fixed field will be automatically filled with the date and time you specified.
- Click the Status drop-down arrow at the top of the Edit Work Order pane and select the new state of repair, given these options:
- If you have any comments to add to the work order, type them in the Notes field at the top of the right pane.
- To change the status of just this work order item, follow these steps:
- In the grid row in the right pane, click the Status drop-down arrow and select the new state of repair, given these options:
- Open: The default value, set when the work order was automatically created, meaning that the work order item still needs to be evaluated and fixed.
- Declined: For a fix that has been denied — for example, if you are the mechanic checking whether the repair needs to be made and have determined you don't believe that it is necessary at this time.
- Fixed: For a work order item that has been resolved, such as if you are the mechanic who made the repair.
- In Progress: For an item whose repair has been undertaken but not completed yet.
- Open: The default value, set when the work order was automatically created, meaning that the work order item still needs to be evaluated and fixed.
- If you entered a status of Fixed or Declined, the Date Fixed field will be automatically filled with the current date and time.
You can change the repair/decline timestamp by clicking the calendar and time pickers and selecting the correct values.
- In the grid row in the right pane, click the Status drop-down arrow and select the new state of repair, given these options:
- To add an external ID for the item, type it in the External ID field.
Note: This feature is used by only a few customers. It's an ID number from a system outside of Synovia (if you are using a separate platform that manages the work orders); this is designed so that you can link the two services together. - To add any comments for the work order item, type them in the Notes field at the far right of the grid row.
- To save your changes, click
at the top right of the Edit Work Order pane.