Work Order List
Overview
The Work Order List screen displays a list of work orders that you can filter depending on what type and category of work order you want to view and edit.
Click Work Orders on the navigation menu to go to the Work Order List page.
Things You Can do on the Work Order List Page
- Create a New Work Order
- View Work Order Details
- Filter
- Create a Custom Filter
- Approve and Deny Requests
- Utilities: Navigation, Entity, Account Info, In/Out Status
Create a New Work Order
View Work Order Details
Click or tap any work order in List view to view details about that order.
Filter
You can choose which orders are displayed in list view.
Click the Filters button to view the Filters data entry window.
Each blank rectangle in the data entry window is called a, 'field.'
Enter data into any field to view orders with matching data—in that field.
Note that some fields require you to choose an item from a value list.
You can enter data into more than one field to find orders with matching data—in both fields at the same time.
-
For example, you can filter a worker's orders in one building at a time.
- "Show me my orders in the Plaza."
- Choose the worker name from the value list in the Worker field
- and
- Choose the building name from the value list in the Building field.
The Work Order list will display all that worker's orders in that building.
Click Reset to clear out data from all the fields in the Filters data entry window.
Click anywhere else on the screen to close the Filters data entry window.
Create a Custom Filter
From the work order list filter menu, you have the option to save the current filter as a Custom Filter that can be accessed and re-used any time from the Home screen.
Steps to create a Custom Filter:
- Open the filter menu
- Choose the parameters to filter down the work order list to the desired found set
- Click the Create Custom Filter button to open the Custom Filter form
- Add a title for your new custom filter
- Choose the color for the button that will be added on your Home screen
- Click Save
- You can now find your custom filter button in the My Filters section of the Home page
Sort
If a column is not sorted:
- Click any column heading to sort the list ascending—by that column.
- Click a second time to sort descending.
- The red line under the column heading tells you which column is sorted.
- The icon to the right-hand side of the column heading tells you whether the column is sorted ascending or descending.
- Ascending: values start at the lowest and progress numerically or alphabetically higher.
- Descending: values start at the highest and progress numerically or alphabetically lower.
There are two distinct options for printing on the Work Order List screen.
| Option | Description |
|---|---|
| Print a Batch of Work Orders | Prints every work order in the list. Typically this is used to give the field engineers a hard copy of the work order. |
| Print List | Prints a summary report of every work order in the list. |
Click Actions to view print options.
