How to Create WO – XWOW
This document will provide instructions on how to create a work order using the XWOW function in Restoration Manager.
In the job go to the ‘Create WOs’ tab, then select the Estimate from the pulldown that is to be used for creating the work order. Then click the Next icon (→). Note: The Loss pulldown is only to contain one (1) loss number.
Click on the Add icon (+)
A popup will appear, select from the pulldowns the Area, Category, Sub Category, Sub/Tech, enter the Schedule (Started Start & Started End dates and time), then enter the Employee. Click the Save icon to complete the information. Note: Sub/Tech, Schedule and Employee not required to Save information.
Assign the Line Items to the Work Order selected from the pulldown.
Sort by columns for the line items to be included in the Work Order. You may opt to adjust the Items per page to review all of the line items that are to be included.
Check mark box next to individual line items or opt to include all by check marking upper left check box.
To complete the selection of line items, click on the Save icon.
The line items are saved, and the line items have been updated.
After saving & update of the line items on the Work Order choose the Skip Budget or Create Budget icon.
Skip Budget:
Clicking the Skip Budget icon will open the Review, here you are able to review the line items included in the Work Order as well as the Unassigned line items.
Note: Skip Budget is typically performed when the Administrative Budget Factor has been created and managed by the Administrator. Go to Setting
For adjustments to the Work Order click on the Return to previous screen icon.
To finalize Work Order, click on the Finalize icon.
Clicking the Finalize icon will provide a popup to confirm the action request.
Clicking the check mark will finalize the Work Order, a confirmation will populate in the lower right-hand side of the screen.
Create Budget:
Clicking the Create Budget icon will open the ‘Assign Budget for Work Order’ screen. The user has the option to adjust the budget percentage, the Budget & Assemblies for the selected work order. Note: The defaulted budget percentages are created and managed by the Administrator, go to Settings→System Setup→Budget Factor
To adjust the Budget Percentage, click into the selected percentage field to input the desired budget outcome.
Click on the ‘Apply Percentages’ icon to complete the adjustment of the percentages.
Click on the ►symbol to open the line item to view and/or adjust the Budget & Assemblies.
The user may review and/or adjust what is to be included in the budget for the selected line item. The line item is defaulted to include all materials, labor, equipment and other/mileage, the user may uncheck any of these cost type to exclude them from the budget. Once a line item has been adjusted it will be highlighted in red, once the adjustments are saved the highlight is removed.
To adjust the budget percentage (%) on the selected cost type click into the budget percentage (%) field and input the appropriate percentage (%).
To complete the review and/or adjustments, click on the Save icon.
For adjustments to the Work Order click on the Return to previous screen icon.
To finalize Work Order, click on the Finalize icon.
Clicking the Finalize icon will provide a popup to confirm the action request.
Clicking the check mark will finalize the Work Order, a confirmation will populate in the lower right-hand side of the screen.
Once the Work Order is successfully created you may locate this Work Order under the Loss tab and/or in the Create WOs tab in the Job.
In the Loss tab, click the Expand icon to review the list of created Work Orders.
Double click on any Work Order to edit work order, this will open the Edit Work Order Details. Here the user will be able to edit/adjust estimate line items, budget, sub/tech, employee, etc.
