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urlhttps://servicechannel.atlassian.net/wiki/spaces/SCUCP/pages/2622718007/Work+Order+Search+from+the+Homepage

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In the upper-left corner of the

Home page

Homepage, you can search for specific work orders to:

view
  • View and update work order details and statuses
,
  • .
add
  • Add notes and attachments to work orders
,
  • .
request
  • Request to reschedule
a
  • date
/time to work on work order issues, andcreate
  • or time.
  • Create proposals and invoices.

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You can

You can search for

either 

either individual work orders or all work orders for a Location ID.

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TrackWOPO_SearchBy



TrackWOPO_SearchBy"

Search by

"

Individual Work Orders

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You can search for either a

singular

single work order or a batch of work orders

using one of the following criteria

.



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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
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. This field uses
the 
Exact
search criteria
Search.



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title⦿ How to Search for a Work Order
  1. In the upper-left corner of the Home pageHomepage, select the desired search criterion indicator in the drop-down list.info
  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 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 Order Orders List appears listing the work order(s) matching your criteriathe entered number(s).
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SearchCriteria

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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.

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
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 With search: The beginning of the term used to search must match the beginning of the desired record.

For example,
when searching
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
that criterion (say, “PO-1887”).
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Warning

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

AnchorTrackWOPO_FindByLocation


TrackWOPO_FindByLocation

Searching for

All

Work Orders by Location

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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

 criterion; you can only search 

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 filters on the Work Order List

comma. For example: 000, 020.






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title⦿ How to Search for All Work Orders by Location ID
  1. In the upper-left corner of the Home pageHomepage, select Location ID - 90 Days 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 List appears with all work orders for that location generated in the past 90 days.
AnchorTrackWOPO_ExcludeMainTrackWOPO_ExcludeMainExclude Maintenance
  1. 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

Exclude Maintenance

Excluded in the Maintenance: drop-down.

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Note

The Exclude

Maintenance 

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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