How to Add a Dedicated Work Order

The Work Orders section of Inteliguide, (under the MANAGE tab) is where Dedicated Work Orders are added.

Prerequisites:

You first need to add at least a Business and a Location before you can add a Dedicated Work Order.

Steps:

1. Select the Manage tab
2. then, under Manage, select Work Orders
3. then, under Work Orders, left-click on Dedicated
   
   
   
   
4. Left-click on the '+' symbol (next to Patrol) to add a new entry (brings you to Add Dedicated Work Order Form).
   
   
   
   
5. Next enter at least the required information for the new Dedicated Work Order...
   
   
   • Step 1: Basic Information
     • Select a Location (required)
     • Optionally enter a Note
     • Accept or modify the auto-generated Description based on your Location selection (required)
     • Optionally select any Codes/Dispos/Instructions that will apply to all generated Shifts
   • Step 2: Create Shift Schedules
     • Optionally define a Set Name (Weekdays or Weekends, for example)
     • Select the Dedicated service Days of the week (one or many)
     • Set your Shifts quantity (defaults to 1)
       
     • Enter the Start/End Shift Times (defaults are 0000 - 0000)
     • Optionally define a Lunch
     • Optionally check the Non-Billable Lunch, Non-Billable, and/or No-Wait checkboxes
   • Step 3: Contract
     • Bill Type
       • Monthly Flat-Rate
       • Per Shift
     • Bill Rate
     • Holiday Rate
     • Start/End Dates (Start Date required)
   • Step 4: Post Orders (optional)
     • Select from uploaded Documents list. Be mindful of permissions on documents
     • If you assign a Document that only Admins can read to a Work Order that Civilians will be working, that could cause a lot of confusion
   • Step 5: Premises Pictures (optional)
     • Upload relevant pictures for any Shifts generated for this Work Order
     • Optionally define a Title and Caption
   • Step 6: Emergency Contacts (optional)
     • If there are Active Contacts associated with the Location you selected in Step 1, then this panel will already be expanded and will feature them
     • Add Contacts by clicking CONTACT + and selecting from any of your existing Contacts
     • Add one or many, and click the 'no-smoking' icon to remove those you don't want
       
       
6. Then left-click the SAVE button

Check out the following resources if you haven't already: Shifts, Schedule, and Agenda

...and don't forget to visit Basic List Navigation in Tips & Tricks.