WITS Quick Reference Guide

 

Getting Started

New Workorder Input Form

Header Menu Items

Edit workorder

Side bar Menu Items

            Copy

            Print View

            Notifications

            Send Email

            Add Attachments

List Workorders

Search

Settings

 

 

Getting Started:                                           Back to top

  1. Enter URL  http://wits.caddo.k12.la.us/network  in your browser
  2. Type in your Email USERID
  3. Type in your first name all CAPS
  4. Click  the Logon button
  5. It is recommended that you change your password after successful login.  This is done in the settings page.

If you forget or don’t’ know your username or password then click on the Forgot your username or password link and the following page will appear.

  1. Enter your username or your email address or both.
  2. Click on the send password info to my email button
  3. Your username and password will be forwarded to you via email.

 

 

 

New Workorder input form:                     Back to top

A successful logon will display the Workorder input page as seen below.

Some of the data will be prefilled for you.

1.  Select the service type (What type of repair work do you need?)

            A.  Small computer/printer repair          B.   Network

            C.   Telephone repair

  1. Room:  Tell us where the work will be performed, be specific, room number or office name.
  2. Category Service: (optional) Reserved for IT Staff input.
  3. Closed Date:  Date workorder was completed   Reserved for IT Staff input.
  4. Units:  How many units or pieces of equipment were serviced?  Reserved for IT Staff input.
  5. Problem Description:  Type a brief description of the problem.
  6. Model, Serial number, and Asset Tags are only required for PCs and printer repair for all other Service types leave prefilled information in text boxes or overtype with n/a.
  7. Comments (optional) Add comments or explanations if necessary.   Technician notes or comments.

 

 

 

 

Header Menu Items:                                           Back to top

 

 

  1. Add New Workorder:  Opens new workorder input form.
  2. Workorders: Provides a list of all workorders for the assigned organization.
  3. Search: Search for a specific workorder based on selected criteria
  4. Queries:  (Special permissions required), enables selection of predefined queries.
  5. Reports:   (Special permissions required), enables selection of predefined management reports.
  6. Go to ID Button:  Typing in the Workorder # and clicking on the Go to ID tab allows users to view a particular workorder.
  7. The Search Text Button:  allows users to search for particular workorders based on text in the comments section.
  8. Advanced:  Provides syntax information for advanced search criteria  
  9. Logoff:  Exits the system
  10. Settings: Used to modify personal settings, such as passwords email etc.
  11. Preset (use / save):  Save previous page settings and inputs.  Useful when adding multiple workorders of similar nature.

 

 

 

Edit workorder:  When ever a new workorder is created or an existing one is selected from the workorder list you are taken to the update workorder page.  Here you can make required changes or updates to your workorder.                  Back to top

 

  1. Make necessary changes and click the update button.
  2. Side Bar Menu Items:
    1. Copy:  Creates a duplicate of displayed workorder for editing.
    2. Merge:  Merge two workorders into one. (Requires special privileges)
    3. Delete:  Delete a workorder from the system.  (Requires special privileges)
    4. Print View:  Provides a printer friendly view of current workorder.
    5. Turn on of off notifications for current workorder.
    6. Actions, Parts, & Time:   Technicians can document man-hours, corrective actions, and part expenditures. (Requires special privileges
    7. Send email:  Send current workorder via email.
    8. Add attachment:  Upload a file as an attachment to current workorder.

 

 

 

 

Side bar Menu Items                                 Back to top                 

 

Copy:

  1. Creates a new workorder using the active workorders’ data.
  2. May be used when inputting multiple workorders with similar issues.

 

 

Print View:

  1. Creates a printer friendly view of the current workorder
  2. Click on the workorder ID Number or the Short description to return to previous screen

 

 

 

TIP:

Workorders can be sent to other users via the send email tab

When the email recipient clicks on the hyperlink at the top of the page they are prompted to log into the system.   Upon passing server authentication and other security requirements they will be able to view and make corrections to the workorder. 

(NOTE)  Organizations are only allowed to view and edit workorders within their organizations.

 

Get notifications:                                       Back to top

This turns notifications on or off for the current workorder.

You must have enable notifications turned on in your user settings to receive notifications.

Send Email:                                                Back to top

  1. Type in the complete email address in the appropriate textboxes.  Separate multiple email addresses with commas.
  2. Set priority (default is normal).
  3. Check return receipt if desired
  4. Make sure that the include print of workorder box is checked.
  5. Type in a brief message and click send.
  6. The back to workorder link at the top takes you back to the active workorder.

 

 

 

 

(NOTE) Designated personnel can edit or create workorders for different Schools and Departments.  Users will only be able to edit workorders from within their perspective Organization. 

 

 

Add Attachment:                                        Back to top     

 

  1. Click on add attachment from the side bar menu.
  2. A new window will open as seen below.
  3. Type in a short description of the file in the description text box.
  4. Click the Browse button to browse your computer for the file you wish to attach.
  5. Select the file and click the upload button.
  6. If your upload was successful a message will appear at the bottom of the page similar to the one displayed below.
  7. When complete click the X to close this window.

 

 

 

List Workorders:                                       Back to top

The Workorders Link allows you to view all workorders for your school or department.

 


 

  1. Print List: Displays a printer friendly version of the workorder list.
  2. Print Detail:  Displays a printer friendly detailed listing of each workorder.
  3. Export to Excel Spreadsheet:  Exports the current listing to an Excel spreadsheet.
  4. Users may sort clicking on the blue table headings.
  5. Click on the Discrepancy narrative to edit workorder.
    1. Positioning the mouse over the discrepancy will display documented comments for the workorder.
  6. Filters control which workorders are viewed.
    1. Filtered columns include Department, Customer, Category, Priority, Assigned to, and Status.

 

 

 

 

 

 

Search:                                                       Back to top

  1. Select your search criteria from the dropdown menus or type in text in the boxes below
  2. Click on the Search button at the bottom of the form
  3. Your results will display at the bottom of the screen
  4. Scroll down to the bottom of the page or click the hide form link at the top of page to bring your search table to the top
  5. Click show form to display form enter another search.

 

 

 

 

 

Settings:                                                     Back to top

The settings page allows users to change their passwords, edit name, email and customize their view.  The email notifications allows users to turn on or off email notifications for workorders for their departments.  The default setting is off, meaning no notifications.