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Maintenance / Work Orders / Work Order Overview
Video link below for more info
VIDEO - Work Orders - Overview
VIDEO - Work Orders - Work Order Overview - Using Your Filters
VIDEO - Work Orders - Work Order Overview - Setup & Best Practices
Explanation
Work Orders can be searched or located with the overview screen or the search screen. The Work Orders Overview screen provides much flexibility and is a quick way to view scheduled (open) invoices. Numerous search options are available as shown in the screen shot below:
Editing
To quickly edit a work order, double click on the desired work order. The screen will automatically change to the Work Orders tab where the selected work order will be displayed and ready for editing / printing.
Filtering the Query - The overview screen has the option of many filters to allow you to customize the list of work orders available for viewing. By making your selections in any or all of the fields available in the search portion of the screen above the grid, and pressing "search", the list will be filtered by your choices.
Grid Properties- The columns available and their order of appearance can be edited by pressing the asterisk in the upper left corner of the grid. By clicking one of the column header tabs, you can reorder the list and group by that field. Right clicking in one of the record fields opens a new popup box that provide many options for editing.
For more information please see click the video link Work Order Overview
Work Order Help Topics
•ExpressRequest - Managing maintenance request from other users and converting them to work orders.
•Service Overview - Managing and reviewing services due (PMs) and converting them into work orders.
•Creating Work Orders - Flagging services due and creating work orders.
•Work Orders Overview - A quick way to view scheduled and completed work orders.
•Editing / Updating Work Orders - Editing or adding information to work orders and completing work orders.
•Printing Work Orders - Printing work orders and work order related reports.