Manage work order types

In a construction project, project documents and work orders like change orders, RFIs, punch lists, and submittal packages are generated for various scenarios:

• Change orders - Project directors, managers, and other stakeholders create change orders for various reasons like alterations in design/plan, schedule, materials, etc., which deviate from the original contract and/or changes that affect the schedule and budget. 
• RFIs - Requests for Information (RFIs) are used to get clarifications from stakeholders at various levels for constructability issues, change in method/process, design change, design clarification, inadequate information in plans or specs, site conditions, material change, and much more.
• Punch lists - Punch lists are used to outline remaining work or the work that has not been completed correctly for milestones nearing completion. These may involve work from various subcontractors/vendors like electricians, plumbers, framers, painters, HVAC specialists, etc.  
• Submittals - The general contractor generates submittal requests for various items like materials, processes,  equipment, appliances, prefabricated/onsite fabricated structures, etc., as per the requirements in the design documents/spec book and forwards them to respective subcontractors and vendors. The subcontractors/vendors submit specifications for items for which they are responsible. The submittals are of various forms like shop drawings, cut sheets, samples, etc., which are routed by the GC to the architect or engineer for approval prior to construction.  

At the company level, you can define 'categories' or 'types' for submittals, RFIs, change orders, and punch lists. You can also assign sequences of serial numbers to assign to each type. These categories/types will be available to your projects so that the project managers, foremen, etc., can select the category for the work order they create/process. The work orders are numbered according to the sequence you set for easy identification.

Segregation of work orders based on their types helps project managers and project directors rapidly route them to appropriate companies or persons for a quick resolution. 

Also, they can generate reports on different types of pending/completed work orders. These reports provide them visibility on tasks to prioritize for the timely completion of pending work orders.

Set work order types

• Log in to your company management console
• Click 'Workflow' on the top, then select 'Types' on the left:

• Click the '+Add' button on the top right

The 'Add settings' dialog appears:

• Work order sequence - Select the category of the work order. Possible values are 'Change Order,' 'RFI,' 'Punch List,' and 'Submittals.'

• Sequence Start - Enter a four-digit number as the starting serial number of the type of work order you are defining.
• Name - Enter a label to identify the type of the work order. For example, if you have chosen RFI as the work order category, you may name the type like 'design clarification,' 'site condition,' 'incomplete plan/spec.' This name will be available as the type for selection when a user creates an RFI.
• Click 'Done'

Your work order type is saved and added to the list.

• Repeat the process to define more work order types for RFIs, change orders,  punch lists, and submittals.

Edit work order types

• Click 'WO Type' on the left
• Click the  button at the top right
• Click on an item to change its name

• Edit the name as required and click 'Done.'

The name change takes effect immediately. The classification title of all existing work orders of that type is updated with the new name.