External Vendors and Work Orders
If you are assigning work orders to external vendors, please make sure that the assigned party is using their vendor log in link to see their assigned work:
Viewing and Adding External Vendors
External Vendors are people/organizations that are outside of your organization that you assign to perform the duties of work orders (ex: Trane, Oracle, etc.). NOTE: Only Admins can add or delete external vendors and primary contacts. To View ONLY ...
How do I look at Work Orders in Progress?
All work orders in progress can be viewed by any Administrator on their dashboard under "All Work Orders in Progress" grid. These include any scheduled preventive maintenance items, as well as other work orders that are in progress. You will be able ...
How do I assign a Work Order?
As an Admin, all new work orders will be displayed on your dashboard under your "New Work Orders" grid. You can print, view, assign or choose not to accept the work order. To assign the work order, simply click on the green "Assign" button. You can ...
How do I know I have been assigned a Work Order and what do I do?
When a work order is assigned to an internal user performing the work, they will receive an email notification and see the new work order on their dashboard under "My Assigned Work Orders". The internal user can view the details of the work order by ...
LINQ Purchase Orders:How to identify Vendors with > $10,000 dollar activity
LINQ Purchase Orders How to identify Vendors with $10,000 or more dollar activity The Purchase Order Spreadsheet is the best method to look at dollar amounts spent. Refresh and click on the Purchase Order Pivot Table tab. 1. On Settings tab - select ...