Cambiando y actualizando los estados de las ordenes (work orders)

• Changing states 

There are three ways to change the states.

1. By telephone system, IVR
2. From the list of work orders
3. Within the work order

The work order must reflect the current state of work.

If the work has not yet been completed - it must be in  “In Progress”

If you are waiting for material or parts - you must be in  “Waiting for Material”

If you need a quote - you must be in  “Waiting for Budget” (pending quote)

If the work has been completed and you are ready to submit an invoice - you must be in  “Waiting for Supplier Invoice” (pending vendor invoice)

Everything you can do with the order is depending on the state in which it is.

Changing the status using the IVR telephone system

You can accept an order using the IVR - You will only dial the IVR number, enter your PIN (personal identification number) then ask if you want to accept the order.

Once the order has been accepted, you can go ahead for check-in. After the work has been completed, call to check-out. After check-out you can change the status to any option below:

4. Press (1) if the work has been completed - this will change the status to  “Waiting for Supplier Invoice” (pending vendor invoice)
5. Press (2) if the job requires a quote - it will change the status to  “Waiting for Budget” (pending quote)
6. Press (3) if the job requires more material - it will change the  “Waiting for material” status
7. Press (4) if the job needs a follow-up visit - it will change the status to  “Follow”
8. Press (5) if the work has been completed and no invoice will be submitted - it will change the status to  “Closed” (closed)

Changing the status from the order list

From the order list page you have the ability to update the orders in a group or individually. This will save you time if you have several orders to update.

Once you click on the small box on the left, wait a few moments and then the selection of “Actions” will appear next to “display status.

** Note: That option will not appear until you click on that small box.

As you can see in the photo, the “actions” option is available after clicking on the box.

You can change only one order or several if you select “select all” this will change all orders that are in the same state as the one you select.

Updating from the order 

Click on the WEB / PM number  . Once inside the order, go to “Actions” and from there select the state you want to change to. Wait a few moments and it will be updated.

Service Provider further warrants that all materials, equipment and labor supplied to CBRE is and shall be free from errors, faults and defects in workmanship, construction, structural and functional design, material and operations and in conformance with the requirements of this Agreement and the applicable Work Order for a period of twelve (12) months following the completion of the Services to CBRE’s satisfaction; provided, that if any longer warranty period is specified for any materials, equipment or workmanship under any plans or specifications, this Agreement, a Work Order or any manufacturer’s warranty, the longer warranty period shall govern.  Service Provider shall ensure that all materials and equipment that have a manufacturer’s warranty are registered with the manufacturer in Client’s name.