Utilizing The Work Order Index

The Work Order Index can be a valuable management tool for monitoring outstanding Work Order tickets.

Selecting Work Orders from the left menu opens the Work Order Index screen, where Work Orders of any status can be viewed.

The Work Orders screen also offers advanced search and filtering capabilities through three different methods.

  • My Incomplete – Displays Work Orders that have been assigned but not yet completed.
  • My On Hold – Displays Work Orders that have been assigned and have an On Hold status.
  • My High Priority – Displays Work Orders that have been assigned and marked as High Priority through the Work Order edit screen.
  • Incomplete – Displays all Work Orders with an Open, In Progress, or On Hold status.
  • Open – Displays only Work Orders with the Open status; In Progress and On Hold Work Orders are hidden.
  • In Progress – Displays all Work Orders that are currently in progress.
  • On Hold – Displays Work Orders with the On Hold status specifically.
  • Closed – Displays all Work Orders that have been closed or completed.
  • Issued Today – Displays all Work Orders created today.
  • Overdue – Displays all Work Orders that are overdue.
  • All – Displays all Work Orders that match the location filter, regardless of status.
  • Search Box – Allows searching values from any available column, commonly used for Work Orders by specific Unit ID or Assignee.
  • Three Gray Horizontal Lines – Provides additional options.

  • Print – Generates a PDF of the rows in the current view.
  • Export to CSV – Saves a CSV spreadsheet of the rows in the current view.
  • Customize – Allows different data columns to be shown or hidden.

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