Viewing Open Work Orders and the Work Order History in Dashboard 1.0

Viewing Open Tickets

An open work order is one that has not been completed by the service provider. These work orders are in either the Open or In Progress status.

From the View Open Tickets page, you can:

• Review open work orders for both scheduled services and requested repairs.
• Review the work order summary, including the estimated scheduled date.
• Determine if a service provider accepted a work order.
• View the status of an In Progress work order.
• Review notes and add notes and attachments to appropriate work orders.

Viewing the Work Order History

Tracking and viewing work orders allow you to stay informed of progress of work orders and help answer questions you may have on work order statuses.

From the View Work History page, you can review the same information as you would on the View Open Tickets page as well as view the status of all work orders in any status, up to the past 12 months.

About Work Order Lists

For both Open Work Orders and Work Order History page, the following information is available:

• The Legend appears above the top-left of the table, identifying each work order status by color.
• Work orders can be Sorted by the following:
  • Type of Service: In the Dashboard bar, All work orders are displayed by default. Click Scheduled Services, Requested Repairs, or Supply Manager to see only those work orders.
  • Period drop-down menu (Work Order History only): Displays work orders from the past 3 months, 6 months, or 12 months.
  • Sort by drop-down menu: Display work orders by Status, Area, Completion Date,Priority, Scheduled Date, Tracking number, Trade, or Vendor.
• In the Tracking# column:
  • Click the attachment icon  to view a list of work order attachments, if available.
  • Hover over the tracking number to view the work order summary. See About the Work Order Summary for more information on each line item.
• In the Sched.Date column, review the estimated date the service provider is scheduled to arrive at your location for this work order.
• In the Description column, review the details of the work order. (Note: the details that appear depend on the configuration, as set by your ServiceChannel administrator.)
• In the Notes column, click the Date to review the notes listed. The date represents the last day a note was appended to the work order. See Adding a Note to Work Orders for more information.

Exporting Work Orders

On the Work Order History page of Dashboard 1.0, you can download a single report on all your work orders. This is especially convenient when you need to view the information on service requests while being offline as well as share the report with your colleagues.

Depending on your browser and settings, the file is either downloaded immediately or you have to click Save to export the file to your device.

In the downloaded file, you can find work order details, notes, troubleshooting questions, and answers to them. Based on your company system configuration, you may also see star ratings given to reviewed work orders as well as custom survey questions and answers to them.