An Admin (and/or Sub-Admin based on their user permissions) can search for a completed work order within their "All Completed Work to be Reviewed" grid. To open the work order and review the details, click on the work order number OR click the green view button. There are also options to print, close, or not accept a work order (see below).
There are also options to print, close, or not accept a work order. If you're happy with the completed work and choose to 'Close" the work order, it will go to your "Closed Work Orders" folder, located on the top right of your dashboard.
If you choose "Do Not Accept", you will have the opportunity (see below) to add a reason why you are not accepting the work that was done, which will then be sent to the person who performed the work.
The unaccepted work order will then show on the person performing the work's dashboard under their "My Work Not Accepted" grid whereby the can restart the work (see below).
It will also show on the Administrator's dashboard (see below), under "All Work Orders in Progress", until the work order has been completed and Administrator closes. NOTE: The Administrator has the option to re-assign the work order, if desired.
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How do I submit a Work Order?
To submit a work order, follow these steps: Click on "New Work Order" from the top of your screen or from the left side bar to start your work order request. Choose a “Location” from drop down tab to choose the building/location that the work order ...
Setting up Email for Work Order Request
Admins can now setup inbound emails addresses to process work orders! This has been a highly requested feature to make submitting work orders easier for your users. Once setup, users can simply email their requests including attachments and they will ...
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 place a Work Order on Hold?
When a new work order is received or if it is in progress, an Admin or Sub-Admin (based on user permissions) can place the work order "On Hold" and give a reason. The work order will then show under the "On Hold Work Orders" grid as shown below.
Form Setup for Work Order
You now have the ability to expose a public work order request form and have users be able to submit a request without having to create them as as user. To set up your new request form, click here under settings. Note: Settings is only available for ...