The Big Three: Priorities, Statuses, and Exceptions PDF

Summary

This document discusses the three essential components of work order management: priorities, statuses, and exceptions. It explains how these elements play a critical role in communication and efficient task completion. This information is useful for understanding work order processes and workflows.

Full Transcript

The Big Three With work orders you have the big three: priorities, statuses, and exceptions. MODALITY: TABS or INFOGRAPHIC Priorities Statuses Exceptions Some problems are more important Is this a new work order...

The Big Three With work orders you have the big three: priorities, statuses, and exceptions. MODALITY: TABS or INFOGRAPHIC Priorities Statuses Exceptions Some problems are more important Is this a new work order? Has the Sometimes work orders aren’t able than others. You wouldn’t ignore an task been taken care of? Does the to be completed after one visit. apartment that’s flooded to change tech need something before they There may be situations where a light bulb. can complete the job? maintenance techs need to return a bit later to finish the job. Work order priorities tell your techs which tasks need to be worked on Statuses answer questions like Exceptions allow you to indicate first. these—allowing you to keep track of which work orders are temporarily the overall progress of the work paused, typically due to an issue the Work order priorities appear order through completion. property can’t control. anywhere you can see a work order. When adding an exception your These shouldn't be confused with teams leave reasons why work the Maintenance Dashboard order can’t be initially completed so priorities you learned about in the everyone can stay up to date. previous module (those only appear on the Entrata Dashboard). Example: A work order for a toilet Example: A few light posts at your Example: A resident called in to that’s overflowing is given an property require a special bulb that submit a work order. A maintenance emergency priority in the system. you don’t have on hand. You could tech went to complete the job, but set the status to awaiting parts. the resident wasn’t home and didn’t give permission to enter. This work order could be given a no permission granted exception with a note explaining the situation. Each of these plays an important role in ensuring a work order gets addressed, but they’re also a critical component of the overall communication between techs in the field and staff in the office. With all of these priorities, statuses, and exceptions working together, anyone who views a work order can get the gist of what's going on.

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