Make the following menu selections to display the grid:
eService—Work Orders—Work Orders
Use this grid to manage requests for maintenance service.
Current Property
Select a current property from the drop-down list. The system updates the grid immediately with the work orders for the property you selected.
Advanced Filter
Click to open the Advanced Filter Tab and create or edit advanced search criteria, which you can use to limit the results that display in the grid. If you use the filter, be sure to clear it when you want to display all work orders.
Add
Select this button to add a work order.
Add from Template
Select this button to add a work order using a template.
Find
This field defaults to WO Number; however, if you click any underlined grid column title, the grid sorts based on the grid column title.
Enter the first few letters or numbers to search for in the field (or select from a drop-down list if one displays), and then select the Find button. The items that are the nearest match to your entry display in the grid below. Click column titles to sort the list further.
Include Closed
Select this option if you want to include closed work orders in the grid list. The system updates the tab immediately and includes closed work orders for the selected property.
Go
Use the Page field and the Go Button to display additional pages when the list of entries in the grid is longer than one page.
WO Number
The sortable system-assigned work order number. Click this column title to sort the list. Click the link to select the work order.
Unit ID
The unit identification. Click this column title to sort the list. Click the link to select the work order.
Work Order Title
The user-assigned description of the work order. Click this column title to sort the list. Click the link to select the work order.
Priority
The user-assigned priority for the work order. The following options are possible: Low, Medium, High or Emergency. Click this column title to sort the list.
Status
The system-assigned status for the work order. The following options are possible: Open or Closed. Click this column title to sort the list.
Submitted On
The date the work order was submitted. Click this column title to sort the list.
Inventory Usage
Click to display the Inventory Usage Tab and manage inventory usage for a work order.
Print
Click to Print a Work Order. After a work order prints, a Re-Print link replaces the button. If you move your cursor over the button (hover) or re-print link, one of the following statuses display: Not Printed, Last Printed on: mm/dd/yyyy.
Documents
One of the following icons appears in this column:
No documents are currently stored
for the work order. Click the icon to upload documents for the work order.
At least one document is currently
stored for the work order. Rest your mouse pointer on the icon to see
the number of documents stored. Click the icon to view, add, or delete
documents.
For more information, refer to the Documents Tab instructions.
Delete
Click to delete the work order.
Bill
Click to display the Billings Tab and bill charges associated with the work order.
Tasks Link (underlined number)
The number of tasks associated with the work order. Click a link to display the Work Order Detail Tab. Hover your cursor over the link to displays the number of open tasks.
These topics describe pages you can get to from links on the Work Orders Grid or the Work Order Details Tab.
NOTE that any other buttons or links on the Work Orders Grid, such as the Print, Documents, and Delete buttons, are described in the Work Orders Grid Field List, above.
Tasks Box (a section of the Work Order Detail Tab)
See Also
Work Orders Procedures Introduction
Work Order Task Procedures Introduction
Work Order Field Descriptions Introduction
Recurring Work Orders Overview
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