Line Items Filter Folders
See Help Document #766 Maintenance Module-Work Orders
Work order history is similar to the other history functions. All work orders are available for review. From this form you can filter, edit and create a new work order.
Detailed information is available for each line item. The line items are sorted by date.
Five folders provide a quick filter to various work order subsets.
While viewing transactions in any of the folders, action buttons are available:
Filter
Edit
Clicking the Edit button will bring up the work order as originally entered. From that screen you can modify any field as well as print the work order.
New
Clicking the New button will bring up a blank work order form from which you can enter a new work order.
Work Order Folders
All Work Orders
This displays all work orders in the system.
Not Resolved
All work orders that have a status other than Invoiced or Resolved.
On Hold
All work orders that have a status of Hold.
Resolved
All work orders with a status of Resolved and Invoiced. Any reported problem that gets taken care of can be put in the Resolved status.
Not Invoiced
All work orders that are in a Completed status.
Unassigned
Those work orders that do not have a vendor assigned.
Work Order Line Items
Site
This field displays the unit information entered in the work order and includes a folder to jump to the unit profile.
Tenant
This field displays the tenant chosen in the work order and includes a folder to jump to the unit profile.
Ledger
This field displays the owner of the unit as assigned in the unit profile includes a folder to jump to the owner or property profile.
Vendor
This field displays the vendor selected on the Vendor Assignment tab of the work order and includes a folder to jump to the vendor profile.
Asset
If asset information is entered in the work order, the asset will display in this field. It includes includes a folder to jump to the Asset profile.
The other line item information fields are taken from the work order:
Estimate
Cost Limit
Total
Reported
Vendor Notified
Required By
Work Started
Work Completed
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