Work Order History

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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