Filtering the Service Workorders (WO) list

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Filtering the Service Workorders (WO) list

 

Your Service Workorders List is made up of four areas:

 

1.Your client name that the listed service workorders are for

2.Filtered area

3.Refresh   Back

4.List of service workorders that match the filter(s)

 

 

 

1. Your client name that the listed service workorders are for

 

WOfilter1

 

 

NOTE: A Head Office account logged in will by default display WOs for all of its clients.  Select a specific client and the Refresh control to display only that client's workorders.

 

WOfilter2

 

WOfilter3

 

2. Filtered area

 

Checkmark the Filtered box to gain access to the available filters.

 

WOfilter4

 

By default, no filters are enabled.

 

You have the option of not filtering, or filter on one or more at the same time.

 

For the two drop down lists (Workorder Status and Serial Number), just select the dropdown image to the left of the field Dropdownselection

Only equipment that has been serviced already by your service company will show for selection.

 

CSRlist4

 

If you make ANY changes to the filters, select the Refresh to apply ClientRIRefresh

 

NOTE: A Head Office account logged in will by default display WOs for all of its clients.  Select a specific client and the Refresh control to display only that client's workorders.

 

 

 

3. Refresh   Back

 

Refresh ClientRIRefresh

 

If you make ANY changes to the filters, select the Refresh to apply those changes.

 

 

Back RIBack

 

Returns you to the page you were previously viewing

 

 

 

4. List of service workorders that match your filter(s)

 

Your service workorder list displays all the service workorders that match the filters.

 

Don't forget to Refresh!