Page Comparison

In the upper-left corner of the Home page, you can search for work orders to:

• view and update work order details and statuses,

• add notes and attachments to work orders,

• request to reschedule a date/time to work on work order issues, and

• create proposals and invoices.

You can search for either individual work orders or all work orders for a Location ID.

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SearchByIndividualWO SearchByIndividualWO

"Search by" Individual Work Orders

You can search for either a singular work order or a batch of work orders using one of the following criteria.

• Tracking #: Provider  Provider Automation automatically assigns a unique number for each generated work order. This field uses the Exact searchSearch criteria.

• Work Order #: Clients may elect to use a custom Work Order number, in line with their business practices. This field uses the Starting With with search criteria.

• Purchase Order #: Clients may elect to use a custom Purchase Order number, in line with business practices. This field uses the Starting Withwith search criteria.

• Closing Authorization #: This number is generated when a technician checks out of a work order for the last time using the telephone IVR System. This field uses the Exact search criteriaExact Search criteria.

• Service ID: A static number on maintenance work orders used to check in and check out of work orders through either the telephone IVR System or ServiceChannel Provider mobile app. This field uses the Exact searchExact Search criteria.

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SearchCriteria SearchCriteria

Search Criteria

You can find work orders by using either an Exact search Search term or a Starting Withwith search term.

• Exact searchExact Search: Certain search criteria, such as Tracking numbers or Location IDs, are searchable only by their full, precise number. You cannot use a partial term to search for records using the Exact searchSearch.

  • For example, when searching for Tracking # 12345678, you can only use “12345678” to search. Partial terms, such as “123” or “12345,” will not pull up the desired records.

• Starting Withwith search: The beginning of the term used to search must match the beginning of the desired record.

  • For example, when searching for all work orders with Purchase Order numbers between PO-180 through PO-189, using a search term beginning with “PO-18” will pull up all work orders with PO numbers between PO-180 through PO-189, as well as all other work orders fitting that criterion (say, “PO-1887”).

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    You cannot search using wildcards such as asterisks (*) (for example, “123*”).

    
    

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SearchByLocation SearchByLocation

Searching for All Work Orders by Location

You may search for all work orders from a specific Location generated within the past 90 days. The Location ID field uses the Exact Search criterion; you can only search by one Location ID at a time.

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ExcludeMaintenance ExcludeMaintenance

Exclude Maintenance

When you search for work orders using the Location ID, maintenance work orders will appear in search results. To exclude them from your search, select the Exclude Maintenance checkbox.