You can find all work orders where you need to evaluate your providers’ services on the Reviews Required page of your dashboard. The count located on the Reviews Required tab immediately shows you how many WOs you need to take action on.
The statuses of work orders that show up on the page may vary. Based on your company business needs, different statuses may trigger the review process. As a rule, you need to review work orders in the Completed / Pending Confirmation status.
In addition to providing a review, you can perform the following actions from the Reviews Required page:
Before providing a review on a work order, you may need to add a note to it. You can do this right from the Reviews Required page.
Downloading Work Orders Awaiting Your Review
On the Reviews Required page, you can download an Excel report on work orders waiting for a review. To do so, click Excel Report on the left of the page.
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The downloaded file contains the details of each work order, including the tracking number, status, trade, scheduled date, NTE amount, problem details, troubleshooting questions, and more.
Sorting Work Orders on the Reviews Required Page
When you have multiple work orders to review, the sorting tool may come in especially handy.
On the Reviews Required page, you can sort work orders by scheduled date, area, completion date, priority, status, vendor, and other criteria.
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title | ⦿ How to Sort Work Orders |
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- Find the Sort By drop-down list on the right of the page, and select the preferred option. The work orders list gets sorted according to the selected criteria.
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