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Button / Feature / Function

Description

Print Selected Work Orders

  • Generates a work order report in PDF format for the work orders selected from the search results grid

  • Work Orders will show on the report in the same order that they display on the screen. To change the sort order, select one of the columns on the List view grid

Print All Work Orders

  • Generates a work order report in PDF format for all work orders in the search results grid

  • Work Orders will show on the report in the same order that they display on the screen. To change the sort order, select one of the columns on the List view grid

Change Status

  • Allows you to update the status of multiple work orders in a batch

Change Technician

  • Allows you to update the technician of multiple work orders in a batch

  • Changing Technicians in a batch for work orders assigned to multiple technicians is not allowed

Refresh

  • Refreshes the results grid so recently updated work orders are reflected accordingly

  • Performing any kind of update on the list view will automatically trigger a refresh


Technician View

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Tip
  1. Hovering over a scheduled work order displays the scheduled work items inside the work order.

  2. Unassigned work orders are listed on the top row of the technicians grid so they can easily be assigned to the appropriate technician. You can also hide unassigned work orders by applying the Hide Unassigned Work Orders filter in the filter panel.

  3. Orders can be dragged and dropped in the technician view as well!


Technician View

Use / Description / Features

Today
  • Can be used to bring day view to display the current dates schedule
  • Can be used to bring week view to display the current weeks schedule

Week

  • Allows you to view the calendar for a selected week

  • Toggle between weeks using the arrow icons on each side of the date range above the calendar

  • Click within the technicians grid to add a work order for a selected technician for a given start date

Day

  • Allows you to view the calendar for a selected day

  • Toggle between days using the arrow icons on each side of the date range above the calendar

  • Click within the technicians grid to add a work order for the selected technician for a given start date and time

  • Click within the As Available area to add a work order for the selected technician for a given day with the As available checkbox pre-selected

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