Difference between revisions of "Work Order Management"
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| class="headerMainTitles" colspan="4" | Dispatch Tab | | class="headerMainTitles" colspan="4" | Dispatch Tab | ||
|- | |- | ||
| − | | class="headerMainTitles" colspan="4" | [[File: | + | | class="headerMainTitles" colspan="4" | [[File:WODispatchtab ccexpress.png|WODispatchtab ccexpress.png]] |
|- | |- | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
| Line 123: | Line 123: | ||
| class="headerMainTitles" colspan="4" | [[File:WONotes ccexpress.png|WONotes ccexpress.png]] | | class="headerMainTitles" colspan="4" | [[File:WONotes ccexpress.png|WONotes ccexpress.png]] | ||
|- | |- | ||
| − | | style="width: 265px;" | | + | | class="navigationTitles" colspan="4" | Overview |
| − | | style="width: 265px;" | Results Grid | + | |- |
| − | | style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Notes are managed on the Notes Tab. |
| − | | style="width: 265px;" | | + | |- |
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the More drop-list to toggle the form to add a new site note. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the More drop-list to toggle the form to search for an existing site note. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Click the Edit option in the Results Grid to edit an existing site note. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Click the Remove option in the Results Grid to remove an existing site note. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Customer radio option to view the Customer's notes. | ||
|- | |- | ||
| class="headerMainTitles" colspan="4" | Fields | | class="headerMainTitles" colspan="4" | Fields | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#NoteCategory|Category]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 316px;" | |
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | | + | | class="fieldGrayBackgrounds" style="width: 466px;" | |
| class="fieldGrayBackgrounds" style="width: 446px;" | | | class="fieldGrayBackgrounds" style="width: 446px;" | | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" colspan="4 | + | | class="fieldGrayBackgrounds" colspan="4" | [[Glossary#NoteContent|Note]] |
|- | |- | ||
| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
Revision as of 08:40, 7 April 2022
| WOEdit ccexpress.png | |||
| Navigation | |||
| Here | |||
| Overview | |||
| Desc Here | |||
| Fields | |||
| Customer | Site | ||
| Job | Job Type | Service Type | Priority |
| WO | WO Status | Job Status | PO Number |
| Work Order | |||
| Description | |||
| Equipment | Site Agreement | ||
| Serial Number | Warranty Labor | Warranty Parts | |
| Created by | Agreement Labor | Agreement Parts | |
| Hours Est | Dollars Est | Completed | Approved |
| Send to Mobile | |||
| Dispatch Tab | |||
| WODispatchtab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| • Add or edit dispatch cards | |||
| • Unlimited dispatch cards | |||
| • Close Dispatch cards individually | |||
| Equipment Tab | |||
| WOEquip ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Fields | |||
| Equipment Code | Serial No. | Active | |
| Description | Level | Labor Warranty Start | |
| Item No | Install Date | Labor Warranty End | |
| Manufacturer | Sale Date | Parts Warranty Start | |
| Model | Comments | Parts Warranty End | |
| Notes Tab | |||
| WONotes ccexpress.png | |||
| Overview | |||
| Notes are managed on the Notes Tab. | |||
| • Use the More drop-list to toggle the form to add a new site note. | |||
| • Use the More drop-list to toggle the form to search for an existing site note. | |||
| • Click the Edit option in the Results Grid to edit an existing site note. | |||
| • Click the Remove option in the Results Grid to remove an existing site note. | |||
| • Use the Customer radio option to view the Customer's notes. | |||
| Fields | |||
| Category | |||
| Note | |||
| Transactions Tab | |||
| WOTrans ccexpress.png | |||
| Overview | |||
| Desc Here | |||
