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Work Orders & Asset Management

RDP's "Work Order and Asset Management" module is designed to automate the process of entering and completing a work order request, as well as track all fixed assets.  The Work Order Monitor screen is the core element of the module.  It displays the current status of all work orders, and auto-refreshes as work orders are added, edited or closed.  The work order module is fully integrated into the RDP property management system. Features described in this document include:

• Work Order Flow of Events.
• Overview - Work Order Monitor Screen.
• Example - Work Order Monitor Screen.
• Add Work Order Screen.
• Edit Work Order Screen.
• Asset Tracking Screen.
• Work Order Notification Via E-Mail or Wireless PDA.
• Monitor Tasks for Non-Maintenance Personnel.
• Integrated With Owner Billing System to Charge Owner for Repair.
• Purchase of Work Order Module.

Work Order Flow of Events

The Work Order and Asset Management module can be installed on your existing Windows 2000 or 2003 network.  It is designed to function with all current RDP programs.  No new hardware is required.  To illustrate the functions of this module, let us look at an example.  Assume a guest checks in, and when they arrive at their room, they discover that the toilet is broken and will not flush. 

The flow of events for a work order is as follows:

1. When the guest calls the front desk to report the broken toilet, the front desk clerk enters the work order on their workstation using the Windows based "Add Work Order" screen (see example below).  The front desk clerk can assign a priority to the work order; in this case, "high."  
2. This new work order immediately appears on the Monitor Work Orders screen as a "high-priority" work order request to "Fix the toilet in Room 101."  The Maintenance Department can now assign this work order to a third party vendor (for example, Bob's Plumbing) or to an internal maintenance employee.  Alternatively the front desk clerk or front desk supervisor could assign a person to the work order when it was first added to the system to eliminate this step.
3. Assume the work order was assigned to an internal maintenance employee Tom.  The work order system can automatically notify Tom about the new work order in one of the following methods:
   
   
   1. A notification can be sent to a wireless PDA (Personal Digital Assistant) carried by Tom.  Tom can view the complete detail of the work order on the PDA.
   2. A text-only e-mail can be sent to Tom's cell phone or to Tom's PDA.
4. The work order monitor screen tracks the "open, assigned" work order.  Any workstation can access the Monitor Work Orders screen to track the progress of all work orders.
5. Since this example work order was marked with a high priority, the system can automatically send a warning notification to one or more other employees if the work order is not completed by the assigned completion time.  For example, the general manager and manager on duty could both receive a notification that the "toilet in Room 101 has not been fixed yet and over 3 hours have elapsed."  This notification can be sent to the workstation that the manager is currently logged into, a cell phone, or wireless PDA. 
6. When the assigned Contact (Tom) completes the work order, he marks it as "closed" and can enter comments.  This can be done using a wireless PDA or any workstation.  The work order is then closed, and no longer appears as a high priority open work order on the monitor screen. 
7. Work order history is maintained.  For example, you can view all closed work orders for the day or any range of past days.  A wide variety of reports are available (i.e. Work Sheet report displays Open work orders sorted by Vendor, as well as Contacts within the Vendor.)
8. The cost of a work order can be charged to a guest, group, or condominium owner.  Assume the $75 cost of repairing the toilet should be charged to the guest in Room 101.  These charges can be applied from the work order directly to the Guest Folio, along with a "markup" (i.e., you may charge the guest $95 for the $75 repair.).  If using RDP's Condominium Owner Module, these charges can be applied to the owner statement.
9. A complete history of all repairs for each "fixed asset" is available.  For example, you could enter the pool heater as an asset, along with the serial number, description, what vendor to call for repair, and other asset-specific information.  Each time a work order is generated for the pool heater, the vendor can be automatically notified by e-mail.  The history of all repairs to the pool heater is available. The system allows up to 999,999 different assets to be tracked.

Overview - Work Order Monitor Screen

Work Order Monitor Screen

A sample of the Monitor Work Orders screen is shown below and set up to display New work orders only.  New work orders are defined as those that have not yet been assigned to a Vendor and optionally a Contact.

Work Order (Add) Screen

New work orders can be entered from a variety of locations at the property. For example:

• The head housekeeper can generate a work order request as part of the Housekeeping Scheduling module.  For example, a housekeeper may report a broken window.

• The front desk can enter work orders as guests call. These can be major items, such as a broken TV, or minor requests, such as "check faucet after departure."

• Work orders can be generated by the Maintenance Department.  Work orders that require the room to be closed can automatically remove the room from availability until the work order is complete.

A sample of the Work Order (Add) screen is below.  This example contains the default fields.  It is possible to add additional fields to this screen, if required for your application.  For detail on the fields in this screen, see table below.

Change Work Order Screen

1. Work orders can be added and edited from various departments. For example, the guest may call the front desk to report a stained carpet.  The front desk clerk then adds a work order.  See Work Order Flow of Events at the top of this document. 
2. When the user selects the Monitor screen, the system refreshes to show any "New" work orders.
3. The Maintenance Department then assigns a Vendor using the Work Order (Change) screen, which upon saving, will change the status of the work order to Open.  Alternatively the person entering the work order can also assign it to someone to eliminate this step; however, this is best handled by the Maintenance Department for accuracy. See sample of "Closed" work order in Work Order (Edit) screen below.

Asset Tracking Screen

The work order module is designed to track all assets at the property.  For example you can track all mini-refrigerators in all rooms, along with the make, model, serial number, and vendor to call for repair, etc.  All work orders for that particular asset can be viewed to provide a repair and maintenance history for every asset.  A sample of the Resort Asset screen appears below.

Resort Assets Monitor Screen - Control Columns, Filters, and Sorting

A number of other fields are stored on each asset and are not shown in the example above.  Additional fields can be defined and added to the asset definition, if necessary.

Work Order Notification Via E-Mail or Wireless PDA

One of the major problems at many properties is how to notify the Maintenance Department that there is something in need of maintenance on property, and how to track the completion of the repair.  At many properties this is done by radio, which can still be used with RDP's Work Orders and Asset Management module.  However, there are some new technologies available that can also be used to automate the process, as follows:

Monitor Tasks for Non-Maintenance Personnel

The Work Order and Asset Management module can also be used to monitor tasks and assignments for non-maintenance personnel. For example:

1. Each employee of the property can be entered as a Vendor. For example, the accountant can be entered as "Sally" or as "accounting department."
2. Tasks can be assigned to each employee in the form of work orders.  For example, you can assign the task of "finish payroll by Monday" to Sally.
3. The work order monitor screen can monitor all tasks for all vendors, or all tasks for one vendor. For example you can use the monitor to view all "open tasks assigned to Sally.” You can then track if she actually finished the payroll on time.
4. The system tracks performance. You can view how long it was supposed to take Sally to finish the task, and compare it to when it was actually finished. Various performance reports are available.  

Integrated with Owner Billing System to Charge Owner for Repair

RDP sells our hospitality system to the Vacation Rental, Condominium Resort, and Timeshare Resort markets.  These markets require that individual owners are billed for repairs generated by work orders.  Click here for details on the RDP Owner Billing module.  Work order related features include:  

• Each work order can be assigned to a specific house/condominium owner;
• All work orders for each owner are retained in history;
• Reports are available for Owners with multiple units to show all work orders for all units;
• Each asset in each unit can have an individual repair history;
• Fully integrated with RDP's Owner Billing system (click here for details.);
• When the work order is entered, the owner can be billed from the same screen;
• Repairs can be "passed through" or "marked up" for each owner (See table below.);
• Details of each repair can be printed on the owner statement; and
• Recurring items can be entered for each owner ("Check fish tank Monday and Thursday").

• Note:  Many other markup amounts are possible.

Purchase Work Order and Asset Management Module

Please call for pricing on this module using our direct contact numbers on our Contact page. We will be glad to arrange for a demonstration and answer any questions you might have.

Other New RDP Modules

Hotel / Resort Software Overview

Resort Data Processing (RDP) software has been installed since 1981 at over 1000 locations worldwide (see customer list).  Please use the links below to learn more about RDP software for Hotels and Resorts. If you are renting homes or condominiums on a short term basis, please start with Vacation Rental Overview.  Timeshare properties should begin with our Timeshare Resort Overview.  Our Campground management system is also available.  Our systems are fully integrated, so all features in our hotel system are available for vacation rentals and timeshare resorts and vice versa.

For a printed brochure and pricing, download the brochure in Microsoft Word or Adobe format or contact us directly.

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