How to Schedule Installation, Log Snags and Hand Over
In short
Schedule the job at Installation → Schedule → New Work Order, record problems at Installation → Snags → Report Snag, and when everything is closed record Installation → Handover → New Handover with the client's name, documents, training and warranty activation.
| Where | Installation → Schedule / Snags / Handover |
|---|---|
| Steps | 4 |
Step by step
- 1
Schedule the installation
Go to Installation → Schedule → New Work Order. Choose the Project and Status (required), Scheduled Date, City, Team Leader, Team Members, Site Address and Special Instructions. Click Create Work Order.
- 2
Report snags
Go to Installation → Snags → Report Snag. Choose the Installation and enter Description, Severity and Status (required), with Category, Responsible, Target Date and Action Required. Click Create Snag.
- 3
Close snags
Update each snag's Status and Resolution as it is fixed.
- 4
Hand over
Go to Installation → Handover → New Handover. Choose the Installation, enter the Client Name (required), Handover Date, documents provided, training completed and warranty activated. Click Create Handover.
Common questions
What should a snag record contain?
The installation it belongs to, a description, severity and status, plus who is responsible, the target date and the action required. Update the status and resolution as it is fixed.
When should the handover be recorded?
After the snags are closed. The handover records the client's name, documents provided, training completed and whether the warranty was activated.
Can several team members be on one installation?
Yes. The installation work order has a team leader and team members, plus the site address and special instructions for the team.
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