Viewing Work Order Assignments
There are two ways to view assigned work orders:
- See work orders assigned to a specific technician — with the ability to sort technicians.
- Check work orders currently assigned to employees across your company — with the ability to filter and sort work orders as well as update the assignments.
Assignments for Specific Technicians
For you to quickly find the technician whose assignments you want to view, use the sorting tool.
- Sort by Last Name (A–Z)
- Sort by First Name (A–Z)
- “Incomplete Profile” at Top: Shows technicians with incomplete profiles at the top of the list. Such technicians are highlighted in gray. Navigate to the user profile in User Management to provide the missing information.
- “Сomplete Profile” at Top: Shows technicians with complete profiles at the top of the list. Such technicians are highlighted in blue.
- Next to the desired technician, click the down arrow to view the list of work orders assigned, along with the Location ID and the work order Category (for example, "Maintenance" or "Repair").
Click the desired tracking number (TN#) to view the work order.
Clicking the tracking number will not reroute you back to your client-side Service Automation account for you to take additional administrative actions such as reassigning or editing. You will see this work order as listed on the work order list in Provider Automation.
To remove the assignment from a technician, click the cross icon next to the work order number.
All Assignments
When you need to see a list of all assigned work orders, follow the steps described below.
- Expand the WOs: Unassigned / Assigned section located in the upper-left corner.
- (Optional) Sort and filter work orders by the desired criteria. The page will display work orders matching the selected criteria.
- Under Assigned WOs, see the list of assigned service requests.
Click # Person to view who is assigned to perform the service. From the overlay that opens, you can reassign the work order to another technician or assign additional people.
Sorting and Filtering Work Orders
Two groups of sorting criteria are available to you based on whether you want to view assigned or unassigned work orders at the top of the list:
- Unassigned & WO Status
- Unassigned & Schedule Date
- Unassigned & Location
- Unassigned & Trade
- Assigned & WO Status
- Assigned & Schedule Date
- Assigned & Location
- Assigned & Trade
You can filter work orders by the following criteria:
- Looking ahead: 7 days, 14 days, 1 month, or 3 months: Shows work orders with the scheduled date falling within the next 7 days, 14 days, 1 month, or 3 months.
- All: Displays work orders where technicians are expected to arrive and perform the service within the next 3 months.
- Past due: 3 months: Retrieves work orders with the scheduled date falling within the past 3 months and that weren’t completed yet.
By default, the page displays work orders with the scheduled date falling within the next 7 days.
