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Tip

  • When a Work Order end date and time has past the current date and time, the Work Order times will display shaded in red in list view.

  • When navigating to the list view from a different view, the date range will be pre-filtered based on the page you were navigating from. For example if you navigated to the list view from the Calendar > Month view, the filters and corresponding results will be for the month you just navigated from.

  • Hover over the map pin icon in the grid to see location information.


Info

As of the 2023.15.3885 update, the 'Print Selected Work Orders' and 'Print All Work Orders' buttons have been replaced with the Export dropdown menu: https://www.agileframeworks.com/release-notes/2023-15/ 



Button / Feature / Function

Description

Print Selected Work OrdersExport → Download 

  • 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 OrdersExport → Send Combined

  • Generates a work order report in PDF format for all work orders in the search results grid that is emailed to all recipients entered into the 'Send to" field. 

  • 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

Export → Send Personalized 
  • Emails a PDF report to selected group of recipients. Each recipient will receive a personalized schedule. Each individual recipient will only receive an export of the subset of work orders they are responsible for.

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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Work Order Email Messages

In Administration for each user their is a field for an Alert Email. If this field contains a valid email address, the Technician will receive an email each time a new Work Order is submitted to themTechnicians will receive notifications when work orders are submitted to them. If the user has an Alert Email defined on their user record, they will receive individual notifications for each work order at that address. If not, the notification will be sent to the regular email address on their user record. The Alert Email is often used to store the mobile carrier's email address for a text message so the notifications come across as a text message instead of an email. If changes to work orders are performed in a batch action and the user is receiving the notification at their regular email address, the notifications will be batched together. Individual messages will be sent to the Alert Email to avoid text messaging platforms truncating the notification in an inappropriate place. Additionally, if certain items are updated by the Scheduler, the Technician will also receive this updated information via email. 

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Deleting a work order that is in the status of Assigned or Accepted will also notify the Technician that the event has been cancelled. However, if you'd like to keep the work order on the calendar for tracking purposes, the canceled status should be used instead.Reassigning  Reassigning a work order to a different technician will notify the original technician that the work order has been reassigned.

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