Work Order Acceptance

Work order acceptance can be performed by work order accepters who are customers of maintenance operations, or maintenance managers. Accepters are defined by site. 

• Menu path: Organization module | ACL Profiles | WO Accepter; or from EAM or Customer's site screens.
  • A category set may be configured to indicate what work orders an accepter can accept.
  • For instance, a PM work order may be accepted by operational managers, while a repair work order is accepted by maintenance managers.
  • Work order category set is defined in: Admin | Data Design | WO Category Sets
• An accepter can add the following info when accepting a WO: 
  • Comments about the acceptance
  • Work area cleanliness after WO is done 

There are two workflows for accepting work orders: 

• A. WO accepters accept work orders
  • WO accepters log into Calem, use "My summary" tab of the dashboard to find out work orders to accept. Go to those work orders and accept them. 
  • This is the default workflow for web and mobile clients. 
• B. Technical staff execute acceptance. 
  • Technical staff who completed work orders get acceptance from accepters. In this case, accepters do not log into Calem and technical staff enter the accepter‟s name in WO acceptance. 
  • This is the default workflow for Calem Offline for Android. 

Administrators can configure B. as default workflow for web and mobile clients. See Admin Guide for more information.

Here is a screenshot of a completed work order ready for acceptance: