1. material requests

WARIOS|cmms distinguishes between two types of warehouse management: In direct management, materials are posted directly from stock. In indirect management, a material request is created for each booking, which is then processed by a warehouse manager.

1.1 How do I activate indirect warehouse management?

To activate indirect stock management, please contact your project administrator. They can activate the “Automatic material request” option on the “Settings” page.
As a second step, you should define the corresponding warehouse managers from the list of employees. You can find out more about this in the next chapter “Warehouse managers”.

1.2 Warehouse manager

A warehouse manager is informed about pending material requests and can process them. The “Selected warehouse managers” setting only ensures that the employee is informed about new requests. In order to be able to process material requests, they require the access roles “CanReviewMaterialRequest” and “CanHandoutMaterials”, which must be assigned to them in the user administration. Contact the project administrator to assign this role.

1.3 Configuration

You have 3 options for controlling indirect warehouse management.

  1. Allow manipulation of materials during the request review.
    If this function is activated, the warehouse manager with the “CanReviewMaterialRequest” access role has the option of adjusting the requested materials before approval. This is useful if the warehouse manager can better estimate the quantities and materials actually required or if material requests are created with placeholder quantities.
  2. Allow manipulation of materials during issue
    If this function is activated, the warehouse manager with the “CanHandoutMaterials” access role can issue materials and quantities other than those defined in the original material request. This is useful for correcting minor errors within a request.
  3. Allow the issue of more materials than requested
    If this option is activated, the warehouse manager with the “CanHandoutMaterials” access role can issue larger quantities than originally defined in the material request. In contrast to the previous option, however, no additional materials can be issued here.

1.4 How does indirect warehouse management work?

Any user can create a material request via the “Material requests” page. In addition, material requests are created automatically as soon as an order including predefined materials is created. The same applies if you commission maintenance orders via object monitoring and have stored the services and materials used.
1.4.1 What does a material request consist of?

A material request includes the following properties:

  • the person who needs the materials,
  • the time at which the materials are required.
  • the requested materials.
1.4.2 What happens with a material request?

Every material request goes through the following process:

  1. Make a request
  2. Review
    – Approval (step 3 is executed)
    – Rejection (request completed)
  3. Publication of materials
  4. Return of materials
  5. Completion of the material request

Once a material request has been created, it is either confirmed or rejected by a warehouse manager with the “CanReviewMaterialRequest” access role.

If a material request is rejected, the employee who made the request is informed. The request is then closed and will not be processed any further. If a warehouse manager has made a mistake during the check, they can still confirm the rejected request at a later date.

Once a material request has been confirmed, the warehouse manager with the “CanHandoutMaterials” access role can issue materials to consumers in the next step. Options 2 and 3 in the Configuration chapter play an important role here.

After the materials have been issued, consumers can return the remaining quantity. Using the material return function, the warehouse manager with the “CanHandoutMaterials” access role receives the materials and returns them to the system accordingly.

When goods are issued and returned, appropriate stock movements are created in the relevant warehouses in order to keep stock levels up to date at all times.

All actions can be carried out via the “Material requests” page, provided the user has the appropriate authorization. It offers both a user-specific overview of all requests and the option to manage them.

1.5 App integration

Most of the new warehouse management functions are also available in the app.
1.5.1 Storage functions

All warehouse functions can be found under the new “Warehouse” tab.


You can use the warehouse page to get an overview of the stock of all available warehouses and process material requests.

Use the “Scan” or “Code” buttons to open a material request and perform the corresponding actions.

1.5.2 QR codes

QR codes are used to speed up the processing of requests. Simply scan the QR code of an employee asking for materials to confirm the request on the spot and issue or return materials.

2. service overview

You can now view and edit all active services in the project via the “Service overview” page. The page allows you to bulk edit all possible properties of a service. Most properties can be transferred using copy and paste.

3. order templates

You can use order templates to save recurring order configurations. This allows you to predefine properties such as “Notification type”, “Costs”, “Preparations” and “Files” and then reuse them as often as you like. Order templates can be created and edited both on the general order page and on the new “Order templates” page. The familiar order window is used for this.

4. show and hide navigation entries

You can now customize the navigation by right-clicking to hide or show entries. This allows you to make the navigation clearer and adapted to your needs.

5. sort group contents

The “Sort by name (ascending)” and “Sort by name (descending)” actions have been added to the project view. This allows the objects and groups directly below a group to be sorted by right-clicking.

6. display object in the project view

An object can now be displayed directly in the project view via the context menu. This makes it easy to find objects even in complex folder structures.

7. notification of changes in tables

In WARIOS, data is often loaded in the background as soon as it changes. In the past, this led to the table being redrawn, which in turn led to the view being reset and thus to frustration. All tables now inform you when changes have been detected. You can ignore this message or accept the changes and reload the view.

8. new reactions for object and routing slip

Three new reactions have been added to the object reactions as well as to the label reactions.
  • Perform maintenance
  • Carry out repair
  • Perform task.

9. event history statistics

An overview page has been set up for the various events, allowing you to see at a glance which events were triggered when and how often.

10. revisions

With the new “Revisions” function in WARIOS, you can systematically plan and then carry out your maintenance work. A revision consists of a revision entry with plannable time periods and a calendar display in which you can clearly prepare all assigned services.

10.1 “Revision” service parameter

The “Revision” service parameter is now available in the service configuration. This allows you to assign a service to a specific revision and make it available in the planning overview for all revision periods.

10.2 Overview of revisions

The Revisions page gives you an overview:

  • Table of all revisions
    Clearly displays all revisions in a table. The various revision periods can be defined here for the individual revision plans.
  • Calendar display
    Graphic overview of all revision periods throughout the year.

10.3 Plan revision

There is a revision planner for each revision created, on which there are two areas:

  1. Service list
    Shows all services that have been assigned to the revision via the Revision parameter.
  2. Planning calendar
    Visualizes all planned services flexibly and graphically appealing.
    – Allows you to drag and drop services from the table to the desired time
    – Within the calendar, entries can be grouped according to various criteria (e.g. object type, manufacturer, etc.) and highlighted in color.
    – The calendar entries can be moved, adjusted and removed directly in the calendar for easy planning.
    – Contractors are assigned from the responsible persons and can be customized for easy creation of orders.

10.4 Orders from an audit period

After planning the individual services in the calendar or table, you can generate orders via the known and revised order window for object monitoring.

11. labels for notes

As already known from other history entries, you can now assign labels to your notes.

12 Further changes

Web
  • Images can now be attached when creating a repair or maintenance.
  • Simplification of the commissioning of services in property monitoring through a revised user interface and more detailed error messages.

13. bug fixes

Web
  • Error when loading services without active service parameters
  • Permanent blocking of events that are sent more frequently than the request limit allows.
  • Error when loading object filters with more than 1,000 objects as a result
  • Error when caching the project view after moving and deleting entries
  • Error when saving if only the object within a task was edited.
  • Error when changing a yes/no field in Microsoft Edge
  • Error when showing and hiding columns
  • Error when displaying recently deleted faults on the fault page if a time period was selected.
  • Error when deleting routing slip fields
  • Incorrect formatting of the language column when exporting the employee table
  • Error when deleting a connection between employee and team from the Teams page
  • Error when editing an object that is linked to a deleted manufacturer or object type.
  • Incorrect behavior of text fields in tables
  • Error when loading stock movements over the period on the stock movement page.
  • The end date of maintenance can no longer be in the future (later than tonight).
  • Translations have been added to the settings page.
  • Validation of whether an order number has already been assigned, with notification to the user
  • Validation of the maximum possible length of a name for a label
  • Message when a user attempts to delete a completed training course.
  • Updating the contractor list in the event of changes to employees, teams, manufacturers or subcontractors
  • The profile picture of an object is now also transferred when duplicating.
  • Rename the “Create” actions in the windows for “Maintenance”, “Repair”, “Replacement” and “Task” from “Create” to “Complete”.
  • Correct validation of the order status when processing an order
  • All mandatory fields are now also marked as such
  • Inactive service parameters are no longer listed in object monitoring

App

  • Error when selecting the service during a quick maintenance if the object is selected from the tree view.
  • Endless loading screen if incorrect login details are entered.
  • Message in the event of incorrect entries during maintenance.