How do I manage work orders?

How do I setup custom work orders?

Go to Utility Billing > Customer Accounts

  1. Click Service Locations tab
  2. Click on the desired Service # location
  3. Click Work Orders
  1. Click Types
  1. Click Add New
  2. Enter Type Description
  3. Enter Footer Description
  4. Check  Printer Meter Info if meter info is desired.
  5. Check Warning to highlight the service location to indicate that there is a work order.
  6. Check Req Action if the work order type will require action.
  7. Enter Footer Text, can be customized for the work order.

Go to Utility Billing > Customer Accounts

  1. Click Service Locations tab
  2. Double click on desired Service # location
  3. Click Work Orders

Highlighted Service Location with a work order flagged with a warning will change to red text.

The Work Order will post the Type Description in the Customers Tab under view if the Warning has been checked.

  1. Click Add New
  1. Service Location will automatically populate.
  2. Select Meter Type, None, Water, Electric, Both or Sewer.
  3. Enter Requested Date,
  4. Enter Service Date, the date the meter will be serviced.
  5. Select Type, indicates the type of work order.  This will display the work order types that were created.
  6. Customer is populated automatically from the service location.
  7. Priority sets a numeric priority level for the work order.
  8. Enter Request, notes for requests on the job.
  9. Enter Comments, additional comments about the job.
  10. Select Assigned To, the work order to be assigned to a specific person or group.
  11. Check Is Complete when the job is done.
  12. Completed will populate with the date when the Is Complete box is checked.
  13. Click Save & Close
  1. When print work order box opens, click Preview, Printer or PDF to save or print work order.

The work order will now appear on the work order list.

How do I process meter change outs?

Go to Utility Billing > Customer Accounts  

  1. Click Service Locations tab
  2. Click to highlight the desired Service # location.
  3. Click Work Orders
  1. Click Add New
  1. The Service Location will automatically populate.
  2. Select Meter Type, None, Water, Electric, Both or Sewer.
  3. Enter Requested date, the date the meter change out is requested.
  4. Enter Service Date,
  5. Select Type, Change Out,  
  6. The Customer is populated automatically from the service location.
  7. Select Priority, sets a numeric priority level for the work order.

The following sections not auto-filled by BIAS will need to entered when the meter change has been completed.

  1. Check Requires Action to indicate that work needs to be done on the work order.
  2. Check Is Changeout to indicate the need for a meter change out.  
  3. Prior Read will populate automatically.
  4. Enter Current Read for the read on the meter when it is pulled.  Enter date and time it was removed if desired.
  5. Factor will populate automatically from the customer setup.
  6. Enter New Meter Read for the new meter when it is installed.

BIAS will make the appropriate calculations for billing the customer based on the reads entered in the work order and the read taken prior to billing.  No special calculations need to be done by the Utility Clerk.

  1. Enter Register ID from new meter
  2. Enter MXU Number from new meter
  3. Enter Meter SN from new meter
  4. Enter Longitude of meter if needed for radio reeds
  5. Enter Latitude of meter if needed for radio reeds
  6. Enter Manufacturer of new meter.
  7. Enter pipe Size of new meter.
  8. Select if the meter is NoDed (no deduct), WaterDed (water deduct), SewerDed (sewer deduct), or Tracking.
  1. Enter Request notes for requests on the job.
  2. Enter Comments
  3. Enter Assigned To for the work order to be assigned to a specific person or group.
  4. Check Is Complete when the job is done.
  5. Completed will populate with the date when the Is Complete box is checked.
  6. Click Save & Close.
  1. When Print Work Order box appears, click Preview, Printer or PDF to save or print work order.

The work order will then appear on the work order list.

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