Issue/Symptom/Question

Workbench Panel: Unassigned Work Orders

Applies To

Workbench

Service Management SM

Reference Manual

Resolution/Fix/Answer

Service Managers and dispatchers use this panel to track and identify unassigned work orders.

This panel also ages the unassigned work orders so its users can ensure that oldest work orders are assigned to a technician ahead of new work orders.

Prerequisites

To get the full benefit of the information displayed in this panel, keep work orders and work order assignments up to date in PENTA.

Panel Content

All panel content reflects the Through Date (in the top left corner) as well as any configured security and personalization filters. For example:

• You can only see:
• Work orders assigned to OUs you’re authorized for.
• Work orders you’re authorized for.
• You can click the Edit button and apply various other filters to personalize this panel’s content.

The bar chart shows a count of unassigned work orders by their age (in days). Unassigned work orders are those where the current status (as of the Through Date) is mapped to the “Unassigned” PENTA Work Order Status Code.

Note: You can add this panel to your Workbench multiple times and use the Status filter to create panels to track work orders with different status codes (e.g., Unassigned, In Process, Work Completed, etc.).

Aging Periods 1 – 5

Displays the count of unassigned work orders in the appropriate “Days Old” aging period. (You can use this panel’s Aging Period filter to specify the aging period.)

Linked Reports

Unassigned Work Orders – X Days Old Report (where X = aging period days)

This report lists unassigned work orders for the selected aging period; it includes various work order attributes to help you prioritize work order assignment.

To view this report, click the 1, 2, 3, 4, or >5 hyperlink.

Click the Columns tab to see a list of available fields on this report.

Unassigned Work Orders – All Report

This report lists all unassigned work orders (regardless of aging period); it includes various work order attributes to help you prioritize work order assignments.

To view this report, click the All hyperlink.

Click the Columns tab to see a list of available fields on this report.