Supplier Guide to Work Orders

How to create a draft Work Order?

To start a draft Work Order in CRIIS:

1. Go to your Work Orders page.
2. Select + New Work Order.
3. Choose from the drop-down list:
   • Panel: select the panel the Work Order is under.  
   • Agency: once you add the panel, a box will appear to choose the agency the Work Order is with. Enter 3 or more characters to find the agency. 
     | Note: Only agencies that are onboarded to CRIIS will be available in the drop-down list. If the agency is not listed, please contact the panel manager.
   • Start date: enter the Work Order commencement date. 
   • End date: enter the Work Order end date.
4. Select the enter symbol (↵) to confirm and create your draft Work Order.

Once created, the draft Work Order will appear in your Work Order list table.

How to edit a draft Work Order?

To edit a draft Work Order: 

1. Go to the Draft records in the Work Order list.
2. Find and open the Work Order.
3. Edit the editable fields in the draft record.
4. Either Save the draft Work Order or Submit to Agency for approval.

💡Note: You can optionally add a Job ID to a Work Order in CRIIS. This is an internal code your organisation may use to track and manage Work Orders in your own systems. Including a Job ID can also help you filter and locate records more easily in the Work Order tables.

How to link a contractor to a Work Order?

Under some panel arrangements (such as the People Panel Phase 2) you may need link a contractor to a Work Order in CRIIS.

This step connects the individual worker to the engagement and allows for timesheet tracking and reporting.

To learn how to manage contractors on a Work Order, select the button below to take you to a separate article with step-by-step instructions.

How to cancel a draft Work Order?

If you no longer require a draft Work Order, you may wish to cancel the record:

1. Go to the Draft records in the Work Order list.
2. Find the Work Order.
3. From the side menu ⋮ select Cancel Draft.
4. Select Confirm. 

How to submit a Work Order to the agency for approval?

Once you’ve filled out the draft Work Order to match the signed contract, it’s ready to send to the agency for approval.

To submit the Work Order:

1. Check that all details match the physical contract.
2. For the MAS Panel, add at least one Milestone/Service.
3. For the People Panel, add a Contractor, Introduction or Placement.
4. Select Submit to Agency in CRIIS.

The Work Order will be sent to the agency contact listed in the record. They’ll receive a notification through CRIIS to review and endorse the Work Order record.

💡Tip: Send both the signed hard copy and the CRIIS version of the Work Order to the agency at the same time. This helps the agency sign the hard copy and endorse the CRIIS record together.

What if I need to make changes after submitting to the engaging agency?

If you need to make changes after submitting:

• You can recall the Work Order.
• Make the changes.
• Then re-submit it to the agency.

How to vary a Work Order?

Once a Work Order is approved by the agency, it becomes a published record in CRIIS. You can still make changes, but these are recorded as variations.

To vary a published Work Order:

1. Go to the Published records in the Work Order list.
2. Find and open the Work Order.
3. Select Edit.
4. Make your changes.
5. Select Save and publish.

How to cancel a published Work Order?

If you need to cancel a published Work Order (for example, if the engagement is no longer proceeding after the contract was executed):

1. Go to the Published records in the Work Order list. 
2. Find and open the Work Order.
3. Select Cancel Work Order.
4. Add the cancellation date.
5. Add the cancellation reason.
6. Select Confirm. 

⚠️ Note: Under some panel arrangements (such as the People Panel Phase 2), Work Orders are connected to timesheets in CRIIS. If there is a timesheet recorded against the Work Order, the record cannot be cancelled. Instead, the Work Order end date should be adjusted.