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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.

AnchorSearchByIndividualWO



SearchByIndividualWO"

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.



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  Search. The Work Order Orders List appears listing the work order(s) matching your criterionthe entered number(s).
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    Video showing how to search for a work order by Tracking NumberImage Added

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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

    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.

    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”).
    Note
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    Warning

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

    AnchorSearchByLocation


    SearchByLocation

    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.






    ExcludeMaintenanceExclude Maintenance
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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 days3 months.
    AnchorExcludeMaintenance


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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

    Exclude

    Maintenance

    checkbox.Option for excluding Maintenance work orders from search resultsImage Removed

    : drop-down.

    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.

    Live Search
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