Utilizing The Work Order Index
The Work Order Index can serve as a powerful management tool to help you stay on top of your unfinished Work Order tickets.
Clicking on Work Orders on the left menu will being you to the Work Order Index screen. Here you'll be able to view Work Orders of any status.
On the top left you will see the word Work Orders, along with the number of records in gray that match the current filters.
You can click the blue status and location filter to change what Work Orders are displayed in the list.
The Location filter will show you Work Orders from equipment that belong to a specific location only.
My Incomplete shows Work Orders that have been assigned to you that are not yet completed.
My On Hold shows Work Orders that have been assigned to you that have an On Hold status.
My High Priority shows Work Orders that have been assigned to you that are marked as High Priority through the Work Order edit screen.
Incomplete shows all Work Orders with an Open, In Progress, or On Hold status
Open shows all Work Orders with the Open status specifically. In Progress and On Hold Work Orders are hidden.
On Hold shows Work Orders with the On Hold status specirfically.
Closed shows all Work Orders that have been closed or completed.
Issued Today shows all Work Orders created today.
All shows all Work Orders that match the location filter, regardless of status.
You can also utilize the search box on the top right to search values from any of the available columns. This is most commonly used to search for Work Orders from a specific unit ID or specific Assignee.
To the right of the New button you can click the three gray horizontal lines for additional options.
Print will generate a PDF of the rows in the current view.
Export to CSV will save a CSV spreadsheet of the rows in the current view.
Customize will allow you to show/hide different data columns.