Work Orders Overview
Maintenance > Work Orders
A - Filters: Allows you to pick and choose which type of work order appears in the list by priority, status, assigned to, etc.
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 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 - Address: Address of the housing unit or common area associated with the work order.
I - Summary: Quick summary of work to be done on unit or common area.
J - Status: View current status of work order.
Unassigned |
Assigned |
In progress |
In Review |
Closed |
K - Trash Icon: Click to delete work order.
Work Order Details
A - Work Order Information: Includes the work order number, summary, address, and associated household.
B - 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 the work order.
Delete |
D - Details, Attachments, 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.
F - Work Order Details: Includes the work requested, priority level, permission to enter, status, as well as the day and time it was assigned to a user.
G - 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 - 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 |
I - Comments: Click the "+" to open the comment text field. Click "Save" to add the comment to the work order.