Work Order
- Description
- Curriculum
The primary goal of the Work Order course is to give you a basic understanding of the Industry work order process. This is a prerequisite course for any CTDL Certifications.
Core Competencies
- Understanding MFS Terminology and reporting upon such;
- Determining Occupancy Status and properly documenting such;
- Performing Real Time Assessments and shielding Client liability;
- Properly documenting photographic history based upon unique Client needs;
- Building initial Asset Property Inspection Reports for Client; and
- Chronicling occupancy, progress, and safety issues for Client
What is the target audience?
- This is an Apprentice level Module
- The Work Order Module is a prerequisite
- This Module is a prerequisite for all Inspector Journeyman and Master Certifications
The skillsets required for completion are fundamentally based upon a high school diploma or a GED equivalent. Proficiency in the English language are mandatory. Familiarity with a Windows based desktop computer system combined with the ability to operate a smartphone are required. Attention to detail is a core component of successfully completing the Work Order course.
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1
Identifying the Work Order🎯 Learning Objectives:
By the end of this module, learners will be able to:
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Define what a Work Order is and why it matters.
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Identify the core components found in any Work Order.
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Distinguish between the main categories of Work Orders.
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Follow universal expectations and best practices for Work Order execution.
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Use industry-standard apps to manage Work Orders effectively.
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2
WO 1
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3
Communications
🎯 Learning Objectives:
By the end of this module, learners will be able to:
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Identify proper communication channels used in field service work.
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Understand their legal and ethical responsibility to protect sensitive information.
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Recognize high-risk behaviors and common security violation.
- Apply best practices for secure communication and data handling.
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4
WO 2
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5
Understanding Work Order Types in Mortgage Field Services
🎯 Learning Objectives
By the end of this module, learners will be able to:
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Identify and understand the major work order types in mortgage field services
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Follow the correct process, scope, and documentation requirements for each type
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Recognize opportunities for submitting bids and avoid performing unauthorized work
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Know when to communicate with clients for clarification or updates
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6
WO 3
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7
Types of Work Orders
🎯 Learning Objectives
By the end of this module, learners will be able to:
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Understand the purpose and lifecycle of a work order
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Identify key elements required for successful work order completion
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Follow documentation and photo requirements
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Manage deadlines and avoid compliance issues
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Communicate effectively with clients regarding work order changes or issues
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8
WO 4
