Work Orders Overview
Maintenance > Work Orders
A. Show Filters -
Allows you to pick and choose which type of work order appears in the list by priority, status, location, department, and assigned to.
B
. Search - Begin typing a work order number, assigned to name, address, or summary and the work order list will filter to the search you're doing.
C. New Work Order - Click to begin the process of creating a new work order.
D
. Work Order #
- List of work orders by their assigned number.
E
. Created - Shows the date and time work order was created.
F. Priority -
View priority level of work order.
Normal | |
High | |
Emergency |
G
. Assigned To
- View which user the individual work order is assigned to. If none, the assignment status is unassigned.
H. Billable Tenant -
This shows you who the work order is going to be billed to, regardless of whether or not this person is currently living in the unit.
I. Address - Address of the housing unit or common area associated with the work order.
J. Summary - Quick summary of work to be done on unit or common area.
K. Status - View current status of work order.
Unassigned |
Assigned |
In progress |
In Review |
Closed |
L. Trash Icon
- Click to delete work order.
Work Order Details
A
. Back to Work Orders Overview - Clicking here will take you back to the main work orders screen.
B. Work Order Number - The unique number associated with this work order.
C. Requested By - Includes the user, date, and time work order was requested.
D. Work Order Documents - Click here to print any reports or letters associated with the work order.
E. Delete - Delete the work order
F. Work Order Information -Includes a summary of the request, address, and billable household tenant.
G. Details, Images, Documents, and Cost Links
- Clicking the different links will navigate to the associated pages. Visit Attachments or Work Order Costs - Billing for more information.
E - Edit Inspection Details: Click this button to open the edit view of the inspection details. After making any changes click the "Save" button.
H.Work Order Details
- Includes the work requested, maintenance activity, priority level, permission to enter, status, assigned to, as well as the day and time it was assigned to a user, address, which household is responsible and department.
I. Edit Inspection Details - Click this button to open the edit view of the inspection details. After making any changes click the "Save" button.
J. Work Completed Field
- When the status of a work order is in progress, the work completed field is available, as well as a check box to confirm the smoke detector was inspected.
K. Proceeding Buttons
- Depending on the current status of the work order these proceeding buttons will appear. Clicking them will set the work order to the next status.
Status: | Button: |
---|---|
Assigned | |
In Progress | |
Review | |
Completed |
L. Custom Attributes - Clicking this icon allows you to set values on any custom attributes that have been configured for your site. Check out documentation on Custom Attributes for information.
M. Comments - Click the "+" to open the comment text field. Click "Save" to add the comment to the work order.