This Help File Page was last Modified on 09/05/2017
❑An Overview of the Web Tech - Work Order List Page:
Web Tech Service - Home page - Work Order Listing
•Within the Home page's Work Order Listing, Click on the Work Order's Number Link (see hand pointing to 10832 in the illustration above) and the information associated with that Service Request will be displayed on a Web Tech - Work Order Page.
Web Tech - Work Order Page
•The Web Tech - Work Order Page has several sub-sections,
✓Initially the sub-ections on the Work Order Page will be displayed in a "collapsed" format.
Web Tech - Work Order page - where sub-sections are initially "collapsed"
✓When the Technician needs to view the information contained within any of the sub-sections (shown and described below)
▪she/he will Click on that sub-section Link
▪This will "expand" that sub-section to display that specific information.
Web Tech - Work Order sub-section when "expanded"
✓If your Company's Central Station updates the information after the sub-section is expanded, the Technician may Click on that sub-section Link to refresh the data.
•Each of the sub-sections are described below.
✓The Technician must Click on the sub-section Link to view the related information.
✓Additional information for a sub-section is sometimes provided, when appropriate, in a separate chapter, as indicated below.
❑These Web Tech - Work Order Page sub-sections are:
❖Work Order - The Work Order Page Header shows the Work Order Number, the Subscriber's primary CSID and the Date on which the Service is requested.
Web Tech - Work Order page - Header with WO #, CSID & Date Service Requested information
✓Beneath the Work Order page Header are the details of the selected Work Order including who requested the service call, the Work Order Type requested (i.e., Standard, Fire Alarm Inspection, Fire Extinguisher Test, Installation List), and the Conditions and Comments describing what is required.
✓A Time Slot and Job Number may be included, if assigned.
✓The Account Balance (if there is one) is included as is the Service Address - which may be different than the Subscriber's Billing Address.
✓A (Map) link is provided that will display the location of the Subscriber's premises within a Google® Maps window.
Web Tech - Work Order page - Scheduling section
✓Scheduling Instruction, if entered as this Work Order was originally created, or when it was Scheduled, will also be shown.
❖Time Sheets - Each Technician's Labor Time that was required on this Work Order may be recorded here, and will then be listed here with any other Technician's Labor Time booked for the same Work Order.
Web Tech - Work Order page - Time Sheets sub-section
✓Click on the Time Sheets Link to display the Time Sheets dialog and information, if any exists.
❖Installation List - If an Parts List has been defined in the Parts List tab of this Work Order, the contents of that Parts List will be shown here.
Web Tech - Work Order page - Installation List sub-section
✓Click on the Installation List Link to display the Installation List section with Parts List tab's information, if any exists.
▪Each item on the Installation List may be added to the Inventory/Materials section:
oFor Installation List items with a Quantity of One (1), Click the Add One button to insert the item into the Inventory/Materials list.
oFor Installation List items with a Quantity greater than One (1), Click either the Add One button to incrementally add the item as it's used, or Click the Add n button (where n is the full Quantity listed) to add all of that total Quantity with one Click.
▪To prevent the inadvertent addition of too many of these predefined Installation List items to the Inventory/Materials list, once the defined Quantity has been added to that Inventory/Materials list, the Add button will no longer be available .
❖Other Appointments (for this Work Order) - This is a list of all Scheduled Appointments for this Work Order .
✓This Other Appointments sub-section information is useful because one or more Technicians may be working at one or more different Times while completing the same Service Request.
▪Click on the Other Appointments Link to display the Other Appointments information, if it exists.
Other Appointments sub-section with another appointment listed
▪The list of the Other Appointments includes:
i.The Starting and (estimated) Ending Dates and Times.
ii.The Subject (usually this will be the assigned Technician).
iii.The Work Order Number and a brief Description of the work required for each Appointment.
iv.The Full Name of the Technician.
❖On Test Panels - While working at a Subscriber's premises, one or more Subscriber Panel CSIDs may be placed On Test - either as an entire Account, or as selected, individual Signal IDs and/or Physical Zones by an Operator or within the Web Tech Service by a Technician.
✓Click on the On Test Panels Link to display the On Test Panels sub-section information, and any On Test information if it exists.
▪A Subscriber Panel CSID may be Placed On Test using any of these three methods:
1)By any User within MKMS by selecting Place an Account On Test
2)By an Operator (using the F5 On Test option)
3)Within the Web Tech Service by a Technician using this On Test Panels function
On Test Panels sub-section with full CSID and one Signal ID & Physical Zone combination currently On Test
▪See Web Tech On Test Panels and Zone Testing chapter for complete information about this capability.
▪For a additional discussion of the data shown of this On Test Panels sub-section, see the Place an Account on Test chapter.
❖Zone Test - While working at a Subscriber's premises, if a Subscriber Panel CSID that has been entered in the On Test Panels section above, has certain Signal IDs and/or Physical Zones which were previously identified on the CSID Zones Form with a Check entered in the Zone Test? box, these CSID Zones will be listed automatically in this Zone Test section.
✓This Zone Test section shows which, if any, of these special Zone Test? Checked CSID Zones are On Test, and their current Status.
▪Click on the Zone Test Link to display the Zone Test sub-section information, if it exists.
Web Tech - Work Order - Zone Test section
❖Contact List - While working at a Subscriber's premises, if theTechnician needs to contact a responsible person who may not be on-premises at that time, she/he may use the Contact List sub-section to view the available People To Call Contact Information.
✓Click on the Contact List Link to display the Contact List information, if any exists.
Web Tech - Work Order - Contact List
❖Zone Description - While working at a Subscriber's premises, if theTechnician needs to know what each Physical Zone (that has been defined for this Subscriber in the CSID Zones Form, ) represents, she/he may use the Zone Description sub-section to view this information.
✓Click on the Zone Description Link to display the Zone Description sub-section Zone and Description information, if any exists.
Web Tech - Work Order - Zone Description
❖Inventory/Materials - As Inventory Items and Material Costs are used for the Work Order, they may be recorded and subsequently viewed here (see the "Identifying Inventory/Materials Expenses within Web Tech" chapter).
Web Tech Inventory/Materials sub-section with one Inventory Item defined
✓Click on the Inventory/Materials Link to display the Inventory/Materials sub-section information, if any exists.
❖Completion - When the Technician has completed the Work Order, and has entered the Inventory Items and Material Costs, their Labor Time for their Time Sheet, and other related data as appropriate, the Complete this Work Order button is selected which marks the Work Order as Completed (see the "Completing a Web Tech Work Order" section in the Web Tech Work Order Completion chapter).
Web Tech - Work Order - Complete this work order button
❑There are four other Special Function Links available on the Web Tech Work Order Page:
1.Service Performed - Click the Service Performed Link to display the Service Performed Page in which a previously entered work description may be viewed, or a new or modified description of the work that was performed by the Technician may be entered.
2.Service History - Click the Service History Link to access a list of (up to the 10 most recent) Service Requests entered for this Account.
3.Alarm History - Click the Alarm History Link to access an Alarm History for this Subscriber - listed from the Newest to the Oldest based on the Date and Time each Signal was received - listing the 50 most recent Alarm Signals received from any CSID defined for this Account (unless a CSID has an associated Master CSID identified) and optionally other sets of Alarm Signals (51-100, 101 - 150, 151 - 200, etc.) based on the Link selected.
4.Print - Click the Print Link to send the currently selected Work Order to an available printer (attached to the computer, or available within the Cloud for the wireless device.
•See the Web Tech Work Order Special Function Links chapter for detailed information.
•See Web Tech Time Sheets