Page Comparison

The Track Work Orders & Purchase Orders (or Track WO/PO) page allows you to search for work orders. You can use Track WO/PO to find work orders to

Image Added

Image Removed

Search by

Individual Work Orders

Image Removed

Section
Column width 50% Image Added Column width 40% You can search for either a

singular

single work order or a batch of work orders

using one of the following criteria

.

Rw ui expands macro
Rw expand title Expand 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

the 

Exact

search criteria

Search. Work Order #

: 

Clients may

elect to

use a custom

Work Order

work order number

,

in line with their business practices. This field uses the

 

Starting

With

with search

 criteria

. Purchase Order #

: Clients

Clients may

elect to

use a custom

 Purchase

Purchase Order number

,

in line with business practices. This field uses the

 

Starting

With

with search

 criteria

. Closing Authorization #

: This

This number is generated when a technician checks out of a work order for the last time using the telephone IVR System.

 This

This field uses

the 

Exact

search criteria

Search. 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

mobile app. This field uses

the 

Exact

search criteria

Search.

Panel
bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to Search for a Work Order
Select the desired criteria under the Search by column. infoIn the upper-left corner of the Homepage, select the desired search indicator in the drop-down list. The Tracking # option is selected by default. Enter the appropriate number(s) in the text area. (Manually entering numbers)  Type each number into the text 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. Click  FindSearch. The Work Order Orders List appears listing the work order(s) matching your criteriathe entered number(s). Image Removed Image Added

Anchor

SearchCriteria

SearchCriteria

Search Criteria

You can find work orders by using either an Exact search term or a Starting With search termthe Exact Search or Starting with search terms.

Searching for

Work Orders by Location

Image Removed

Section
Column width 50% Image Added Column width 50% You may search for all work

orders from

orders related to a specific

Location generated within the past 90 days

location. The

 

Location ID

 

field uses the

 

Exact Search

 criteria; you can only search for

criterion. Note You can search by one Location ID

at

or several using a

time.

Tip
To search for work orders across multiple locations, or to search for work orders generated beyond 90 days, use the Work Order List comma. For example: 000, 020.

Panel
bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to Search for All Work Orders by Location ID
Under the Find All Work Orders for Location ID column, enter the desired Location IDIn the upper-left corner of the Homepage, select Location ID in the drop-down list. (Optional) Uncheck Select the  Exclude Maintenance box checkbox to include exclude maintenance work orders in from your search. See Exclude Maintenance, below. Click  Find Search. The   Work Order List   appears with all work orders for that location generated in the past 90 days3 months.

AnchorTrackWOPO_ExcludeMainTrackWOPO_ExcludeMainExclude MaintenanceWhile searching

Image Added

Exclude Maintenance

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