R5 NCMMS Work Order Required Fields For Custodial Contract.pdf

R5 Work Order Required Fields - Custodial

Type: WR, CM, GSAI, Key: Blue = Required / Gray = Autofill / Orange = Optional

Field Name Field Location (Tab) Instructions

*Work Order # Work Order Auto-generated number by NCMMS

*Work Order Description Work Order Enter detailed description of problem or issue

Site Work Order Autofill based on user profile.

Location Code Work Order Numeric code selected from a list or typed in

*Location Description Work Order Autofill based on selected location code

*Status Work Order Auto assigned or user updated based on work order lifecycle

*Work Type Work Order Work order type code selected from list (WR, CM, GSAI)

Work Sub-Type Work Order Use “SERVCALL” for WR, CM, GSAI, and OMI) work orders

Service Type Work Order Select service contract type use “OM” for O&M

*Failure Class Work Order Select failure class from list

*Problem Codes Work Order Select problem code from list

*Department/Tenant Work Order Select tenant code from list

*Department/Tenant Description Work Order Autofill based on selected department/tenant code.

Reported Priority WO Priority Sec. Enter a priority code (1-5) based contract requirements

*Reported Date WO Responsibility Sec.

Autofill based on computer clock. Editable prior to saving to record.

*Reported By WO Responsibility Sec. Autofill based on username. Field is editable.

*On Behalf Of WO Responsibility Sec. Select caller from list, if name is not listed create a people rec.

On Behalf of Phone WO Responsibility Sec. Autofill based On Behalf Of field selection.

Supervisor WO Responsibility Sec. Select assigned contractor supervisor

*Lead WO Responsibility Sec. Select lead technician assigned from list or type in username

Vendor WO Responsibility Sec. Select Vendor from list

Cause Failure Reporting Select corresponding cause code

Remedy Failure Reporting Select corresponding remedy code based on cause selected

*Work Log Summary Log Enter a short summary of work performed.

*Work Log Detailed Log Enter more detailed summary of work performed as needed

*Actual Start Actuals Report actual work start times and dates per occurrence

*Actual Finish Actuals Report actual work finish times and dates per occurrence

* Included in Monthly R5 Work Order Tracking Report

R5 Work Order Required Fields - Custodial

Definitions:

Work Order # - Auto-generated number by NCMMS

Work Type - WRs must have a name in the on behalf of field.GSA should use GSA Inspection for work originating from a walkthrough or inspection. Contractors should use Corrective Maintenance, or O&M inspection for work originating or initiated by the O&M contract employees.

Work Order Description - WR, CM, GSAI, OMI, Utility Time work orders shall have a sufficiently detailed description, to ensure technicians understand the issues or problems reported.

Reported Date - Each work order is automatically time and date stamped when first generated. The reported date can be edited prior to the initial save or status change. This allows users to back date a work order when necessary. NCMMS will not allow a future date to be entered in this field.

Reported By - The person that generated the work order.

On Behalf Of - The person (customer, tenant. etc. ) that called in the request. This field requires work order originator to select a name from a list. If the caller’s name is not listed the work order originator, must create a new people record for the caller, and then select that record.

Reported Priority - A priority determination (routine, urgent, emergency) made by the person receiving the call. This should be based on contract terms and requirements.

Status - Work order status representing where a work order is in the work order lifecycle.

Location - Unique auto assigned numeric code for a given location within a building.

Location Description - Narrative description of location within the building where the issue originated or was reported.

Failure Class - Failure classes are selected from a drop down list of 24 generally specific categories of common to facilities management and building operations. Single word or short phrases used for reporting.

Problem Codes - Problem codes drill down deeper to identify a more detailed or specific issue or problem.

Problem codes options depend on the Failure Class selected (hierarchical drill down). Single word or short phrases used for reporting.

Cause - Cause codes are selected within the Failure Reporting section and correspond to the selected Problem codes. Single word or short phrases used for reporting.

Remedy - Remedy codes are selected with the Failure Reporting section and correspond to the Cause selected. Single word or short phrases used for reporting.

Work Log Summary - The field is intended to log the work performed by the technician/s in free form text to provide notes, and additional information or details.

Work Log Detail - This field captures more extensive work log details in a free form text format, to be used when the summary field character limit/capacity is exceeded.

Actual Start - Represents the first entry of work started by a technician within the Actual/Labor section.

Actual Finish - Represents the last entry of work being finished by a technician within the Actuals/Labor section.

Lead - This field capture the O&M technician assigned to the work order.