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

  • View and update work order details and statuses.
  • Add notes and attachments to work orders.
  • Request to reschedule date or time.
  • Create proposals and invoices.
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You can search for either individual work orders or all work orders for a Location ID.



Search by Individual Work Orders

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You can search for either a single work order or a batch of work orders.



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titleExpand the section to learn about each of the search indicators.

Tracking #Provider Automation automatically assigns a unique number for each generated work order. This field uses Exact Search.

Work Order #

Clients may use a custom work order number in line with their business practices. This field uses the Starting with search.
Purchase Order #Clients may use a custom Purchase Order number in line with business practices. This field uses the Starting with search.
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 Exact Search.
Service IDA 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 Exact Search.



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title⦿ How to Search for a Work Order
  1. In the upper-left corner of the Homepage, select the desired search indicator in the drop-down list.
  2. The Tracking # option is selected by default.
  3. Enter the appropriate number(s) in the text area.
    • (Manually entering numbers) Type each number into the Text field. For multiple numbers, separate each one by either a comma (,) or a semicolon (;).
    • (Copying and pasting from a spreadsheet) Copy a row or column from an Excel or CSV file, and then paste in the text area.
  4. Click Search. The Work Orders List appears listing the work order(s) matching the entered number(s).

Video showing how to search for a work order by Tracking Number

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Search Criteria

You can find work orders by using either the Exact Search or Starting with search terms.

Exact SearchStarting with 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 Search.

The beginning of the term used to search must match the beginning of the desired record.
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.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”).


Warning

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


Searching for Work Orders by Location


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You may search for all work orders related to a specific location. The Location ID field uses the Exact Search criterion.

Note

You can search by one Location ID or several using a comma. For example: 000, 020.





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title⦿ How to Search for Work Orders by Location ID
  1. In the upper-left corner of the Homepage, select Location ID in the drop-down list.
  2. (Optional) Select the Exclude Maintenance checkbox to exclude maintenance work orders from your search. See Exclude Maintenance below.
  3. Click Search. The Work Order List appears with all work orders for that location generated in the past 3 months.

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Exclude Maintenance


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When you search for work orders using the Location ID, maintenance and repair work orders will appear in search results. To exclude them from your search, select the Excluded in the Maintenance: drop-down.

Note

The Exclude Maintenance checkbox only refers to work orders created by clients through the Planned Maintenance module. Client-created categories with the term "maintenance" in the title are not affected by this feature.




Read the next article in this series: Communicating with a Client.

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