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Step by Step Guide to Creating a Custom Work Order Status

Work orders still go through the same life cycle, i.e. In Progress, In Review, Closed, however, we now have the ability to rename those status' in order to suit the terms used by your Housing Authority's custom needs. 

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1. Navigate to your Home Dashboard > Maintenance > Work Order

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Configuration Note: If you do not see this tab, and think you should, please reach out to the person on your team who is in charge of user permissions to give you this permission

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2. Click on the Work Order

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Configuration tab

3. From the Work Status section, click

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Add New

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4. Fill in the required fields:

  1. Name - This will be a new status available.
  2. Status - This is the default Doorways status that can be replaced with the new status.
  3. Description - Optional description of the status meaning.Image Removed

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5. Click

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Save

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6.

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Success! You have added a new Work Status.

7. To reorder the list of status available during each default stage, you can use the dragging tool (A). 

8. To

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disable a custom status,

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toggle (B) it from green to gray. 

9. To delete a status, click the

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delete icon (C).

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Note: Default Doorways status' cannot be deleted or edited.

Step by Step Guide on Adding Vendors and Contractors

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1. Navigate to your Home Dashboard > Maintenance > Work Order

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Configuration Note: If you do not see this tab, and think you should, please reach out to the person on your team who is in charge of user permissions to give you this permission

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2. Click on Work Order Configuration

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3. From the Vendors and Contractors section, click

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Add New

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4. Choose whether it's a Vendor or a Contractor by clicking on the round radio button next to

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  1. Vendors will have a company name
  2. Contractors will have a first/late name
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company (vendor) or name (contractor

5. Fill out the necessary fields:

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6. Click Add New Rate 

7. Enter in an hourly rate. 

8. Click Save New Rate or Cancel New Rate to cancel the rate. Note: A rate is required in order to save the Vendor or Contractor 

9. Add as many rates as you need to. They will all be available to select from when adding them to the work order cost section. 

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6. Click Save

7. Success! You have added a new vendor or a contractor!