Order type/time control

Data records for order types can be maintained in this form. As a template, the order type facilitates the control of order execution, as it contains certain target times and performance conditions (escalation levels for the order, request for acceptance confirmations, etc.).

Identification

Information on the data record’s identification is entered in this section.

Property	Description
Code	Enter an abbreviation for the order type (e.g. "IT" for "IT device maintenance").
Name	Enter the full name for the order type (e.g. "Maintenance work on IT devices"). This information also appears in the list of all order types therefore a name which is as precise as possible will facilitate finding the data record at a later stage.
Fault message	Indication of whether the order type is a malfunction

Workflow Control

You can set here whether an order with this order type can enable an escalation process.

Property	Description
Escalation check static	Indicate whether the calculation of times for sending reminder emails should take place for all orders or tasks with the present order type. 3 deadlines are checked in the process: target start time, target end time and target acceptance time. There are 2 escalation steps in each case.
Escalation check active	Indicate whether an escalation process's trigger will be activated for all orders or tasks with the present order type. This means that the system reports a missed deadline when the order is accepted and/or concluded. The escalation process consists of the automatic sending of notification and reminder emails to the service provider. This takes place until the order is further processed by the service provider.
Standard order type for service tickets	Specifies whether this order type is to be used as the standard order type for all service tickets that are marked for further processing in eTASK.Instandhaltung.
Escalation period [days]	Enter a period of time according to which the first reminder should be sent to the service provider if the order which is connected to the order type has not been reported as "Done" by this time.
Payment reminder after	Enter a period after which the second reminder should be sent to the service provider if the order linked to the type of order has not been registered as "Completed" by this period.
Interval [days]	Interval [in days] in which orders are to take place for this order type

Allowed time for escalations of orders

This section is not enabled until the data record has already been saved once. Escalations which are part of the order type can be added here. Click on "Add escalation" to add an escalation to the order type

See also: Tolerance times for escalation control

Report

In this info area, you can specify which confirmations are to be submitted for orders of this order type.

Property	Description
Acceptance confirmation	Acceptance confirmation
Specification of required time	Indication of whether own work should be reported.
Unit for tolerance time feedback	Selection of the tolerance time unit.
Allowed time for notification / feedback	Tolerance time Checkback

Maintenance Tasks with this Order Type

All tasks for the present order type are listed here.

See also: Measures

Orders with this Order Type

Orders with this order type

See also: Order list

Operating Control Activities with this Order Type

Operations management activities with this order type

See also: Work processes

Create tolerance times (empty)

Create tolerance times (empty)

Create tolerance times (empty) for all order types.

Create tolerance times (empty) for all order types.