coreSTORE - Work Orders: Navigating the Work Order Dashboard
In this guide, we’ll be navigating the Work Order Dashboard. You’ll learn how to filter work orders by status, use the action menu options, configure columns, and select specific work orders.
Click on Work Orders Dashboard
First, navigate to the Work Orders menu and select the Dashboard sub-menu. Here, you’ll see all open and completed work orders in your system. If it’s your first time exploring work orders, this section may be empty.
Work Order Status Filters
At the top of the Work Order Dashboard, you’ll see both system-established statuses and any custom statuses you’ve created. These buttons not only provide a quick overview of how many work orders exist in each status, but they also serve as filters. By clicking on a status, the work order list will be filtered to display only work orders with that specific status.
Search Filters
In the middle pane of the Work Orders Dashboard, you’ll find additional search options. You can filter work orders by technician, work order number, customer name, and even hide all completed orders.
3 Dot Action Menu
Under the 3-dot Action Menu in the Work Orders Dashboard, you’ll find additional options. You can import existing work orders from your legacy system and create custom fields to track specific information on your work orders. If you’re importing work orders, we recommend reaching out to our data team for assistance with any questions.
Column Chooser
Using the Column Chooser, you can select the relevant information you'd like to display for each work order on the Work Order Dashboard.
Work Order Information
In the main body of the Dashboard, you’ll see all your open and closed work orders based on the filters you've selected. This view allows you to quickly see key details such as the customer, work order number, status, and more, helping you save time. You can also use the Column Chooser to add or remove fields according to your preferences.
Selecting Work Orders
When you select a specific work order or a group of work orders you will see more options appear on your dashboard. Here you can update the status of all selected work orders in mass, print the ordres, print service tags, export your selections to excel or send an SMS to all customers attached to the selected work orders.
Click on Work Orders Dashboard
First, navigate to the Work Orders menu and select the Dashboard sub-menu. Here, you’ll see all open and completed work orders in your system. If it’s your first time exploring work orders, this section may be empty.
Work Order Status Filters
At the top of the Work Order Dashboard, you’ll see both system-established statuses and any custom statuses you’ve created. These buttons not only provide a quick overview of how many work orders exist in each status, but they also serve as filters. By clicking on a status, the work order list will be filtered to display only work orders with that specific status.
Search Filters
In the middle pane of the Work Orders Dashboard, you’ll find additional search options. You can filter work orders by technician, work order number, customer name, and even hide all completed orders.
3 Dot Action Menu
Under the 3-dot Action Menu in the Work Orders Dashboard, you’ll find additional options. You can import existing work orders from your legacy system and create custom fields to track specific information on your work orders. If you’re importing work orders, we recommend reaching out to our data team for assistance with any questions.
Column Chooser
Using the Column Chooser, you can select the relevant information you'd like to display for each work order on the Work Order Dashboard.
Work Order Information
In the main body of the Dashboard, you’ll see all your open and closed work orders based on the filters you've selected. This view allows you to quickly see key details such as the customer, work order number, status, and more, helping you save time. You can also use the Column Chooser to add or remove fields according to your preferences.
Selecting Work Orders
When you select a specific work order or a group of work orders you will see more options appear on your dashboard. Here you can update the status of all selected work orders in mass, print the ordres, print service tags, export your selections to excel or send an SMS to all customers attached to the selected work orders.
Updated on: 09/17/2024
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