Page Comparison

he Track Work Orders & Purchase Orders (or Track WO/PO) page allows you to search for work orders. You may use Track WO/PO to find work orders so you may:

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Search by

Individual Work Orders

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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:Tracking #: Service

.

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

. Work Order #

: When a work order is generated, the Work Order number is automatically the same as the Tracking number (or Tracking #). Permissioned users

Clients may use a custom

Work Order

work order number

,

in line with their business practices. This field uses the

 Starting With Search criteria

Starting with search. Purchase Order #

: When a work order is generated, the Purchase Order # is automatically the same as the Tracking number (or Tracking #). Permissioned users

Clients may use a custom Purchase Order number

,

in line with business practices. This field uses the

 Starting With Search criteria

Starting with search. Closing Authorization #

: 

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

Service Automation’s 

the telephone IVR System. This field uses

the 

Exact Search

 criteria

. 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

.

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bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to search Search for a Work Order
Select the desired criteria under the Search by column. info In 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  Find Search. The Work Order Orders List appears listing the work order(s) matching your criteria.Image Removed the entered number(s). Image Added

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SearchCriteria SearchCriteria

Search Criteria

You can find work orders by using either

the Exact Search or Starting with search terms.

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

Below are the search criteria for each field:

Searching for Work Orders by Location

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Searching for Work Orders by Location

Exclude Maintenance

Section
Column width 50% Image Added Column width 50% When you search for work orders using the Location ID,

only non-

maintenance and repair work orders will

typically

appear

. Should you need to also view maintenance work orders, uncheck Exclude Maintenance

in search results. To exclude them from your search, select the Excluded in the Maintenance: 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.