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Old Version 108

changes.mady.by.user Joel Smolarek

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New Version 109

changes.mady.by.user Alex Hunter

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Filter

Description

Project Owning Office

  • Filters based on the Project office

  • Allows selection of one or more office

  • Can filter on work orders that do not have an owning office assigned

Technician Office

  • Filters based on the office assigned to specified technicians

  • Allows selection of one or more office

Technician

  • Filters based on assigned Technician

  • Allows selection of one or more Technicians

Project Manager

  • Filters based on the Project Manager responsible for oversight of the work order being done

  • Allows selection of one or more Project Manager

Project Name
  • Filters based on Project Name
  • Only available under Pending Field Actions

City

  • Filters based on the City entered in the Work Order

  • Allowed to type in a partial city name

Work Order Number

  • Filters based on the system assigned Work Order number

  • Allows partial matches

Recurrence No.

  • Filters based on the system assigned Recurrence number

  • Allows partial matches

Work Item

  • Filters based on work item(s) assigned to a work order

  • Allows selection of one or more work items

Start Date / Time

End Date / Time

  • Allows you to search for only Work Orders within a specific Date / Time range

  • Not entering a Start / End Date will return all work orders within the given time range

  • Not entering a Start / End Time will return all work orders within the given date range

  • Available in List View Only. Filters do not carry over when navigating to the other views

Technician availability

  • Only available in the Technician View

  • Filters technicians displayed by the filter that is applied:

    • Scheduled

    • Free

    • Free With Generic Users

Work Order Times

  • Allows you to filter on just As Available work orders, or just Scheduled work orders

  • Default filtering will return All work orders

Status

  • You can filter on one or more status selection

  • To select a status click on the color coded box before the status name

  • Work orders will appear in the calendar and technician views shaded to match the status filter box

Currently Selected Project

  • Filters based on the selected project to the left of the filter panel

Unassigned Work Orders

  • Allows you to hide unassigned work orders

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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

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Technician View

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.

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