|
Viewing Open Work Orders |
This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.
< Previous section | Table of Contents | Index | Next section >
An open work order contains all the information you need before starting a job. You view open work orders with Work Orders | Open Work Orders. The window contains the following:
View section: Shows all work orders that are currently open.
Number: Click this heading to sort the list by work order number. Click again to reverse the order.
Priority: Click this heading to sort the list by priority. Click again to reverse the order.
Work orders with explicit priorities are considered more urgent than ones where the priority field is blank. Therefore, if you sort your work orders by priority, those with no explicit priority will come last.
Current State History Status: Click this heading to sort the list by work order status. Click again to reverse the order.
Subject: Click this heading to sort the list by subject. Click again to reverse the order.
Apply Filter: Lets you set up a filter to select which records should be shown in the table. For more information, see Table Filters.
Details section: Shows basic information from the selected record.
Assignments section: Shows people assigned to the selected work order.
Service Contracts section: Lists any service contracts associated with the unit in the selected work order. For more on service contracts, see Service Contracts. For more on units, see Units.
Resources section: Lists any resources associated with the selected work order. For more on resources, see Resources.
Temporary Storage section: Lists any temporary storage locations associated with the selected work order, as well as the contents of those locations. For more on temporary storage, see Temporary Storage Locations.
Meters section: Lists any meters in the unit of the selected work order. For more on meters, see Meters.
Purchase Orders section: Lists any purchase orders associated with the selected work order. For more on purchase orders, see Purchase Orders.
Chargebacks section: Lists any chargebacks associated with the selected work order. For more on chargebacks, see Chargebacks.
Requests section: Lists any requests associated with the selected work order. For more on requests, see Requests.
State History section: Lists records that show when the selected work order changed state. For more on work order state history, see Editing Work Order State History Records.
New Task From Work order: Opens a window where you can create a new task based on information from a selected work order. For example, the new task record will start off with the same subject line as the original work order, the same work description and so on. You then have the option of editing these fields before you make the final task record. For more, see Tasks Created from Work Orders.
: This drop-down button offers several possible actions:
Edit: Opens an editor window to let you edit the selected record.
View: Opens an editor window where you can examine the selected record.
: Opens a window where you can print some or all of your work orders. For more information, see Printing Work Orders.
State change actions: A drop-down button which offers a list of actions that can be used to change the state of the work order. The current state of the work order determines which actions are enabled; it also determines which action is displayed as the label for the button. In the open work order viewer, the only enabled state-change actions are:
Close Work Order: Changes an open work order into a closed one. Closing a work order suggests that the job is finished and you have recorded all relevant information about the work.
Close Work Order (With Comment): Same as Close Work Order, except that MainBoss will also open a window where you can record a comment about what you're doing.
If you have specified the appropriate request transition options, closing a work order automatically closes each linked request, provided that each request only has one linked work order. For more on this option, see Specifying Request State Transitions.
Suspend: Changes an open work order into a draft one. You might do this if you find that you need to make significant changes to the work order. MainBoss opens a window where you may record a comment explaining why you're suspending the work order.
: Lets you search through the list of records for a particular record. For more information, see Searching for a Particular Record. The button has an accompanying drop-down list containing the following:
Find Next: Uses the same search condition(s) as your most recent search and finds the next record in the table that matches the condition(s). If the search reaches the end of the table without finding a matching record, it goes to the start of the table and continues the search.
Find Previous: Same as Find Next except that it goes backward in the table. If the search reaches the start of the table without finding a matching record, it goes to the end of the table and continues the search.
Add Work Order Comment: Adds a comment to the selected work order. The comment is recorded in a state history record. For more, see Editing Work Order State History Records.
: Updates the list to reflect any recent changes.
For more information on work orders, see Work Orders. For more information on creating or editing work order records, see Editing Work Orders. For general information on table viewers, see Using Table Viewers.
< Previous section | Table of Contents | Index | Next section >