View an existing Service Workorder

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View an existing Service Workorder

An existing service workorder can be viewed, as well as edited by opening that service work order's entry screen and editing as needed, as long as that the workorder is not check-marked Service Completed or Closed.

 

A new service workorder can be viewed and edited four different ways:

 

1.Select the workorder number that shows a link in any grid

2.Enter the workorder number in the Direct Open menu option

3.Select a recently edited service workorder via the Recent menu option

4.Open the workorder item from the Schedule screen

 

 

1. Select the workorder number that shows a link in any grid

 

For example, in the Service Workorder grid, use your mouse to click on a workorder number

EditGridData1

 

Another example, in the Clients grid, view the column Last Closed Service Workorder, and click on that shows a workorder number

WOLastClosed

 

See also:

Adding, editing and deleting data for display in a main grid

 

2. Enter the workorder number in the Direct Open menu option on main toolbar and select the service workorder link

 

DirectOpen3

 

See also:

Main AyaNova Menu Bar

 

3. Select a recently edited service workorder from the Recent menu option on the main toolbar

 

Recent2

 

See also:

Main AyaNova Menu Bar

 

4. Open the service workorder from the Schedule screen

 

a. Double-click on the workorder item in the Schedule Calendar

or

b. Select the workorder item and then click on the menu option Schedule_editselectedworkorder2

Schedule_editselectedworkorder3

 

See also:

Edit selected workorder item

 

c. From an existing Follow Up Schedule Marker via the Schedule screen

 

FollowUpWO1

 

See also:

How do I create and view Follow Up in a workorder?