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Work Center Menu Options

Menu Options

Tap the menu icon () in the top left corner of your screen.

  • Search By Work Order ID - Type a Work Order ID number in this field to bring up the work order details.
  • New Work Order - Tap this to access a new work order form.
  • My Open Work Orders - View a list of your assigned new and in progress work orders.
  • My On Hold Work Orders - View a list of your assigned work orders that have been placed on hold.
  • My Finished Work Orders - View a list of the work orders that you have marked as completed, declined, or duplicate.
  • My Team's Work Orders - This option is only available to Administrators and Supervisors and shows a list of work orders assigned to users that report to them. *Note: These Reports To assignments are made under the User Profiles in Work Order.
  • Unassigned Work Orders - This option is only available to Administrators and Supervisors and shows a list of work orders that need to be assigned to a technician for completion. You can assign the work to a user directly from this screen.
  • Tutorial video - View a tutorial video on how to use the Work Center app.
  • Logout - Tap this to log out of the Work Center app.

 

Customizing the Menu

You can customize the Work Center Menu by adding your own custom filters.

Watch the Video Tutorial:

 

  • From the main menu, tap the Edit button.

 

 

  • You can delete any unnecessary menu filters by clicking on the trash can icon () next to the menu you'd like to delete.
  • To add an additional menu filter, tap Add New Menu Filter.
  • Type in a Name for the filter.
  • Select an Assigned To if you would like to filter the work orders in this menu filter to only show work order assigned to a particular person. You can also choose to show your team or work orders that are Unassigned.
  • Select any Statuses you would like to filter this list for.
  • Tap Create Filter to add this menu filter to your main menu.

 

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