Purpose: This article details when work order action history records are created and how to categorize them correctly. These records were created in an effort to better track pro reliability and capture callout details. 

Table of Contents:

What is Work Order Action History?

Deleting/Updating BRB

Where Can I Find It?

What Do I Do With Notifications?

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What is Work Order Action History?

Work Order Action History (WOAH) is a way to capture changes made to a Work Order. 

There are 5 different reasons this WOAH record is created: 

1. Cancellation

• This record gets automatically created when a cancellation is processed through the Job Profile. 
• Each WO that is cancelled will receive 1 WOAH for the cancellation. 
• The "Action" will be set to "cancellation"

2. Reschedule

• This record gets automatically created when a reschedule is processed through the Job Profile.
• Each WO that is rescheduled will receive 1 WOAH for the reschedule. 
• The "Action" will be set to "reschedule"  

3. Deletion of BRB

• This record gets automatically created when a BRB is removed from the WO.
• A notification will be created for PSM to give more details for this WOAH. 
• The "Action" will be blank initially. 

4. Update of BRB

• This record gets automatically created when BRB is updated (ie new pro or new date/time)
• A notification will be created for PSM to give more details for this WOAH.
• The "Action" will be blank initially. 

5. Time off Requests

• This record gets automatically created when a pro submits a time off request or when the PSM creates a time off request on behalf of a pro.
• Each WO that the pro is removed from will receive 1 WOAH for the removal.
• The "Action" will be set to "Pro Removal"

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Ways of Deleting/Updating BRB that creates WOAH 

There are several ways you can delete or update a BRB. The list below details the ways you can delete/update a BRB that will result in the creation of WOAH.

• Assigning a new pro by dragging and dropping WO on the schedule board 
• Changing the date of WO by dragging and dropping WO on the schedule board
• Right click on WO on schedule board and select "remove" or "substitute resource" 
                               
• Manually deleting the BRB from the JP 
           
• Manually updating the BRB from bookable resource form (you can open this form by double clicking on WO from the schedule board or the JP)
  
  

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Where Can I Find WOAH?

These records can be found in two main places: 

1. On the Job Profile under Admin tab

2. On the Action Dashboard under "My Work Order Action History" (similar on the "All Action Dashboard")

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Notification of WOAH and What to do With It: 

1. Navigate to record from notification at the top of the screen or from Action Dashboard.

2. Fill in "Action" reason with one of the 2 following reasons depending on the situation:

1. Pro Callout
2. Internal Schedule Adjustment

3. Once you select your action, you will be prompted to fill out another field for more detail about the action you selected: 

1. Callout Reason:
   • Work Declined (Day of)
   • No Show No Communication
   • No Show Excuse Provided - Valid
   • No Show Excuse Provided - Not Valid
   • Late Start in Day
   • Left Prior to Next Job
   • Left Mid Job
   • Equipment or Materials Malfunction
   • Manager Override
     
     
2. Internal Schedule Adjustment:
   • Recruiting Need 
   • Customer Request
   • Impacted by Other Pro Callout
   • Geographic Optimization
   • Scheduling Efficiency 

4. Save the record and you are done

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