Things You Can Do with Performo Worker
Overview
Create a New Work Order
Click + New Work Order to go to the Create a New Order screen.
Required Fields
| Field | Action |
|---|---|
| Job Type | Select a Job Type from the value list. |
| Work Description | Enter observations about what you saw, felt, or experienced. |
| Building | Enter the location of the issue so the field engineers can get there. |
Enter Work Order Information
Enter data on the form. There are sections for Details, Location, Photo, Assets, and Contact.
Submit the Work Order
Click Submit at the bottom of the screen when you have completed data entry.
Print a Batch of Work Orders
You can print a copy of each order on the Work Order List screen.
- Click or tap the Actions button and then choose Print Batch.
- It is best to use Filters before you choose this option.
- This is because Print Batch does create a PDF report composed of one copy of each order in list view—including orders displayed on subsequent screens.
- In other words, if no filters are applied and there are 100s of orders in the list view—only 25 are displayed per screen, but still, Print Batch creates a PDF report of one copy of each of the 100s of work orders.
- The PDF can be accessed from the Reports screen.
- Performo Worker automatically opens the Reports screen when the PDF is created.
- The reports screen is where you can view and print the batch of work orders.
Print List Report
You can print a report composed of a summary of each work order in the work order list.
- Click the Actions Menu button and choose Print List.
- The report is a listing of the details of each work order that was in the Work Order list when you chose to print the report.
- You can use Filters before you choose this option if you want the report to contain a specific group or category of work orders.
- The report is created automatically and you are automatically taken to the Reports screen where you can view the report.
The illustration below is a sample list report.
Print A Work Order
You can print a work order from the Work Order Detail screen.
Click the Actions Menu button and choose Print.
- The work order is created immediately and placed in the queue on the Reports screen.
- Performo Worker automatically displays the Reports screen
- You click the View button on the Reports screen to view a preview of the work order.
Approve & Deny Requests
From the Home Screen
The number of requests is displayed on REQ quick-filter button in the Quick-Filter section at the top of the Home Screen. Additionally, you can also filter requests using the Trade and Team value list.
Click the REQ button to view and edit work order requests on the Work Order List screen.
Note that there are 150 orders displayed on the Open quick filter button in this example... we will come back to this later in the lesson.
Request List View
Click or tap the request or the View Details button to go to the request on the Order Detail screen.
Approve a Request
Order Detail Screen
- You can view and edit all the yellow-shaded fields on the request.
- Click or tap the Approve button to view the Approve Order data entry window.
Approve Order data entry window
Enter and edit data in the Approve Order data entry window, then click or tap the Approve button to open the work order.
Open Work Order
After the request is approved it becomes an open work order.
- The status changes to, 'Open'
- A work order number is automatically assigned
Deny a Request
Click or tap Deny to view and edit the Deny Request data entry window.
Enter a Denial Reason
Enter a Reason for denial in the text field as shown below.
- Click Deny at the bottom of the data entry window.
Note that the number on the Open quick-filter button increments by one unit.
Note that a notification email message is automatically sent to the requester, the assignee and the work order admin.
- Only the Solution Admin and, or the Work Order admin can see Denied work orders.
Add a Document
Click or tap + Document to view the document upload data entry window.
On a Desktop, Laptop, or Tablet
- Drag 'n drop
- Click to Browse.
Using a Mobile Phone
- Click to Browse.
Click To Browse Options on Mobile Phone
Options include
- Photo Library
- Take Photo
- Choose Files
Document Download
You can also download any document to your device. This works on desktop, tablets, and mobile phones.
Click or tap any document in the list to download a copy of the document to your device or computer.
Record Time on a Work Order
Click the Timer button to track time spent working on orders.
- Click Start to begin tracking time.
- Click Stop to stop tracking time.
- You can start and stop the time on any work order in the Work Orders portal.
- You can start and stop tracking time more than once per work order.
Add a Photo
Click + Photo to add an image to the work order.
Desktop, Laptop, or Tablet
- You can use drag 'n drop or Click to Browse.
On a Mobile Phone
Use the Click to Browse button to choose an option.
- Options include Photo Library, Take Photo, or Choose Files
- After you choose an option you use the device operating system to proceed.
Printing Overview
You choose options for printing from the Actions menu on the Work Order List screen and the Work Order Detail screen.
You click the Actions Menu button in the upper, right-hand corner of these screens to access the Actions menu.
| Performo Screen | Printing Options |
|---|---|
| Work Order List Screen | —Copy of work order —Work Order List report |
| Work Order Detail Screen | —Copy of work order |
On mobile phones with narrow screens the Actions button will appear as three vertical dots.
Utilities
Navigate to Other Modules
View and Edit the Entity
View and Edit Account Information
Set Your In/Out Status
Navigate to Other Modules
The Navigation Menu button always appears in the upper, left-hand corner of the screen.
Click the Navigation Menu button to view the list of modules.
Click or tap or any module to go to that screen.
View and Edit the Entity
Depending on your priviliges, you may be able to view and edit work orders in more than one entity. You view and edit work orders in one entity at a time.
You use the Entity value list to choose the entity in which you want to view and edit work orders.
Click Entity for a definition of how we use this term.
Entity Value List Wide Browser Window
If your browser window is wide enough, the entity value list appears at the top, right-hand side of the screen.
Entity Value List Narrow Browser Window
If your browser window is narrow, the entity value list is nested in the User Profile data entry window.
- Click the User Profile button to view the Account information data entry window.
- Click the Entity field to view the Entity value list.
The User Profile button appears in the upper, right-hand corner of the display and has your login initials in it.
View and Edit Account Information
Click or tap the Profile button to view the Account information data entry window.
Then click or tap the View Profile link to view the My User Account screen.
Information displayed on this screen is for viewing.
The data is entered and edited by the work order admin in Performo Pro.
To get back to the Home screen.
Click or tap:
- The Navigation Menu button
- Your browser's Back button
Set Your In Out Status
You use the In/Out status radio buttons to set your status.
Click In or Out to set your status.
Your In/Out status is displayed on the dashboard in Performo Pro.
Some companies, corporations and institutions use auto-routing for incoming requests. When this is the case, the In/Out status determines how in-coming requests are routed. You may not be assigned to incoming requests if your In/Out status is set to Out.