Work Orders on JM Connect

Work Orders on JM Connect

Work Orders can be completed from JM Connect.

Accessing Work Orders	Digital Signature
Completing Work Orders	Emailing Work Order Summary
Adding Images	View Work Orders by Status
Adding Videos
Work Order Notifications

Accessing Work Orders

Work Orders can be accessed in a few different ways from JM Connect.

		Time Clock Screen When an employee clocks in, any assigned work orders for that location will appear at the bottom of the screen.
		My Work Orders Users can access Work Orders that have been assigned to them from the My Work Orders icon.
		Work Orders (Managers) Managers can add, edit, delete, and complete Work Orders from the Work Orders icon.

Completing Work Orders

1. On JM Connect, access the Work Order from the Time Clock or My Work Order screen.
2. Any Work Orders that have been assigned to the employee will appear in this list.
   
   
   1. The Open Work Order tab shows any Work Orders that can be claimed.  Claiming the Work Order will add it to the My Work Order tab.
3. Selecting the Work Order will open the Work Order Detail screen.  From here, employees can see:

   General Information - The Customer and requester name, earliest start date, and due date. Description - The Work Order description. Instructions - The Service description. Checklist (Optional) - If a checklist has been added to the Work Order, selecting View will open the checklist. Supplies (Optional) - Lists the supply items that have been added to the Work Order. Remarks (Optional) - Employees can leave a comment, as needed.

4. Select the Start button to begin the Work Order.
   1. Selecting Start will automatically open the attached checklist, if available.

Any attached checklists must be completed before a Work Order can be marked as Complete.

1. After completing the service, select the Complete button at the bottom of the screen to complete the Work Order.  Completed Work Orders will be removed from the My Work Orders screen.  In Progress will allow the employee to resume to Work Order, and On Hold can be used if work has to be paused.
   

Adding Images

Images can be added to Work Orders before they have been marked as Complete.

1. On JM Connect, select a work order from the My Work Orders icon.
2. Select the Image icon in the top right corner of the screen.
3. On the Work Order Pictures screen, select the + (Plus).
4. Choosing Camera will open the device's camera, and choosing Photo will open the device's image gallery.
5. After taking/selecting a photo, specify it was taken before or after the service, and add an optional remark.
   
6. Selecting Save will add the photo to the Work Order.  Multiple photos can be added. 
   

Adding Videos

Videos can be added to Work Orders before they have been marked as Complete.

1. On JM Connect, select a Work Order from the My Work Orders icon.
2. Select the Video icon in the top right corner of the screen.
3. On the Work Order Videos screen, select the + (Plus).
4. Choosing Camera will open the device's camera, and choosing Photo will open the device's video gallery.
5. After recording/selecting a photo, specify it was taken before or after the service, and add an optional remark.
   
6. Selecting Save will add the video to the Work Order.
   

Tip: Videos are recorded with audio.  Adding narration to the video or demonstrating if a fixture is making a strange sound can help get the message across faster.

Work Order Notifications

Employees have a Bell icon in the upper right-hand corner of JM Connect where they will receive notifications for work orders when:

• A new work order is assigned
• An existing work order is edited
• An existing work order is deleted
• An open work order is available to be claimed

Digital Signature

Work Orders have an optional Digital Sign Off. When the work is completed, users can have a Customer or Manager sign off that the work has been satisfactorily completed. The Manager User Type must be assigned to the user capturing the signature.

Capturing a Digital Signature

1. Open JM Connect and tap Work Orders.
2. Swipe left on the desired Work Order and tap the Check Mark icon.
   
3. Click the Signature button.
4. Have the individual sign in the Signature field and click Accept.
   
5. Add any additional comments by selecting the Comments button.
6. Click Work Completed to save the completed Work Order.

Emailing Work Order Summaries

Work Order Summaries can be emailed directly from JM Connect.

1. In JM Connect, select the Work Orders or My Work Orders icon.
2. Swipe left on a work order to view more options.
3. Select the Email (envelope) icon.
4. Select who the summary should be emailed to.
   1. Employees - Sends the summary to the selected employee's email address(es).
   2. Other Email - Sends the summary to the entered email address.
   3. Send to Client - Sends the summary to the Location's Primary Contact email address.
5. Select Send.

View Work Orders by Status: New, Scheduled, In Progress, & Completed

To see a list of all your Work Orders in a specific status, navigate to the My Work Orders icon.

1. Tap the Search icon in the upper right corner.
   
2. Tap on the Select Work Order Status box.
   
3. In the pop-up menu, choose an option to filter by.
   
   
   • New
   • Scheduled
   • In Progress
   • Completed
4. The list will now only show Work Orders that are in the chosen Status.
   
5. To change the view, tap the Search icon again.
   
6. Choose another Status or click Clear to revert the list back to the normal view.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.