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Work Orders Overview
Maintenance > Work Orders
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A. Show Filters -
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Allows you to pick and choose which type of work order appears in the list by priority, status, location, department, and assigned to
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B
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. 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
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. Work Order #
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- List of work orders by their assigned number.
E
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. Created - Shows the date and time work order was created.
F. Priority -
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View priority level of work order.
Normal | |
High | |
Emergency |
G
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. Assigned To
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- View which user the individual work order is assigned to. If none, the assignment status is unassigned.
H. Billable Tenant -
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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.
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J. Summary - Quick summary of work to be done on unit or common area.
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K. Status - View current status of work order.
Unassigned |
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Assigned |
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In progress |
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In Review |
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Closed |
L. Trash Icon - Click to delete work order.
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L - Paging: Click "Previous" to return to a former page. Click "Next" to go to a consequent page. You can also click directly on the page number to navigate to the exact page.
Work Order Details
A - Work Order Information: Includes the work order number, summary, address, and associated household.
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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.
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Visit Work Order Attachments: Images and Documents or Work Order Costs for more information.
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H.Work Order Details
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- 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.
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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
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- 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.
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K. Proceeding Buttons
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- 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: |
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Assigned |
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In Progress |
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Review |
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F - Requested By: Includes the user, date, and time work order was requested.
G - Work Order Action Buttons: Buttons with various actions to delete, edit, or print.
Edit | |
Delete |
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Completed |
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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.