Work Order Search from the Homepage

In the upper-left corner of the Homepage, you can search for work orders to:

• view and update work order details and statuses,

• add notes and attachments to work orders,

• request to reschedule a date/time to work on work order issues, and

• create proposals and invoices.

You can search for either individual work orders or all work orders for a Location ID.

Search by Individual Work Orders

You can search for either a singular work order or a batch of work orders using one of the following criteria.

• Tracking #: Provider Automation automatically assigns a unique number for each generated work order. This field uses the Exact Search criteria.

• Work Order #: Clients may elect to use a custom Work Order number, in line with their business practices. This field uses the Starting with search criteria.

• Purchase Order #: Clients may elect to use a custom Purchase Order number, in line with business practices. This field uses the Starting with search criteria.

• Closing Authorization #: This number is generated when a technician checks out of a work order for the last time using 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. This field uses the Exact Search criteria.

1. In the upper-left corner of the Homepage, select the desired search criterion in the drop-down list.

   The Tracking # option is selected by default.

2. Enter the appropriate number(s) in the text area.

   • (Manually entering numbers) Type each number into the text field. For multiple numbers, separate each one by either a comma (,) or 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.

3. Click Search. The Work Orders List appears listing the work order(s) matching your criterion.

Search Criteria

You can find work orders by using either an Exact Search term or a Starting with search term.

• Exact 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.

  • For example, 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 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 (say, “PO-1887”).

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

Searching for All Work Orders by Location

You may search for all work orders from a specific Location generated within the past 90 days. The Location ID field uses the Exact Search criterion; you can only search by one Location ID at a time.

1. In the upper-left corner of the Homepage, 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 with all work orders for that location generated in the past 90 days.

Exclude Maintenance

When you search for work orders using the Location ID, maintenance work orders will appear in search results. To exclude them from your search, select the Exclude Maintenance checkbox.