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Work Orders Overview

Maintenance > Work Orders
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A. Show Filters -

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

- Sub-Filter: Dropdown allows choice to view "All Work Orders" or "Only My Work Orders". Also has the capability to search for a specific household. C - "New Work Order" Button: Click

.  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

 List of work orders by their assigned number.

E

- Created: Shows

.  Created - Shows the date and time work order was created.

F.  Priority -

Priority:

 View priority level of work order.

Normal
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High
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Emergency
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G

-

. Assigned To

:

View which user the individual work order is assigned to. If none, the assignment status is unassigned.

H. Billable Tenant -

Address:

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. 

I - Summary: Quick

J. Summary -  Quick summary of work to be done on unit or common area.

J - Status:

K. Status - View current status of work order.

Unassigned
Assigned
In progress
In Review
Closed
K -

L. Trash Icon

: Click

- Click to delete work order. Image Modified

Work Order Details

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A

- Work Order Information: Includes the work order number, summary, address, and associated household.B - Requested By:

. 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.

C - Work Order Action Buttons: Buttons with various actions to delete or print

D. Work Order Documents - Click here to print any reports or letters associated with the work order.

Print
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Delete

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D - Details, Attachments

 

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 Work Order Attachments: Images and Documents or Work Order Costs

- BillingF - 

 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.

G -

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.

H -

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
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In Progress

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ReviewImage Modified


Completed

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I - Comments:
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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.