About the Work Orders List View

The Work Orders List provides a comprehensive view of your work orders and lets you manage them.

Navigating the Work Orders List

Sections

1. Status Tabs atop the Work Orders List. Each tab displays a list of work orders in the corresponding status — Open, In Progress, Pending Confirmation, Completed, Invoiced, with Original ETA Missed, and with Resolution Codes. To view work orders in all statuses, click All. Find more information about work order statuses and their life cycle.
   
2. Left panel is used for filtering and searching for work orders. On the Filter By tab, you can filter work orders by one or multiple criteria. To find a particular work order, go to the Search For For more details, see Filtering and Searching for Work Orders.
3. Work Orders list. The list of work orders matching the applied filters display here.
   1. You can view work order details, edit work orders, create proposals, and create invoicesas required for work orders.
   2. You can quickly find the schedule date, NTE, age of work order, and who left the latest note.
   3. Take actions on work orders, such as: reassigning to another provider, creating linked work orders, initiating RFPs, and adding notes/attachments;

   4. Take batch actions, such as batch editing work orders or copying multiple work orders to your clipboard;
      
      

      Please, contact your ServiceChannel representative should you need to change the decimal point (.) to decimal comma (,) on non-monetary amounts, such as: 

      • Hours and Duration 
      • Quantity Amounts 
      • Weight
        
        

4. Number of work orders and their total invoiced amount. Displays how many work orders match the selected filtering options as well as the total amount of invoiced work orders. The totals automatically and accurately calculate for each tab. This section also contains a checkbox for selecting all work orders at once.

5. Additional tools. Atop the list of work orders, additional tools are available:
   1. Refresh. Click it to refresh the list of work orders after applying filters in the left panel.
   2. Additional WO Views. Opens additional views where you can manage work orders.
      • Review locations with excessive calls, oran unusually high number of repair requests for the same trade.     
      • View Accrual Reports, which summarizes work orders by location or general ledger (GL) codes in a downloadable spreadsheet
   3. Download. Use it to download an MS Excel report on the filtered or selected work orders. You can export one of the following reports:
      • Regular Reports, which includes the work order data most relevant to you, such as provider feedback or specific location notes; and
      • All Calls Reports, which details every work order, with either troubleshooting information or accounting information. 

   4. Budget Insights. View budget insights of the In Progress or Completed work orders assigned to existing active budgets uploaded on the Admin – Budget Insights

      Contact your ServiceChannel manager to enable Budget Insights. 

   5. Sorting. Allows you to sort work orders in ascending or descending order by the following criteria:
      • Date — the default sorting parameter
      • District
      • Location ID
      • Region
      • Status
      • Trade
      • Work order
      • Subscriber
      • Custom
        • Custom allows you to select up to three different criteria to sort by hierarchically.
          
           
        • If you have the ability to filter with multiples dates, you will have additional sorting options for the dates.
           
   6. Pagination. You can change the number of work orders displayed per page — 10, 20, 50, or 100 work orders — and switch between pages if there are more than one.