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Work Order Settings

To access the Work Order settings in TheWorxHub:

  • Click on the Settings tab, then select the Work Order tab.

 

Requestor Form Message

In this section, you can create customizable notes for your work order departments. This is useful when you need to announce important information to specific departments.

  • Select the department that the note applies to.
  • Enter the Message in the text box.
  • Click Save. The note will now appear at the top of the Requestor page.

 

Work Order Form

You can easily customize the footer on your printed work order forms. This could be useful to display a monthly work safety tip, or to remind workers to note how much time they spent on the job.

  • Select the department.
  • Enter the Footer in the text box.
  • Click Save. The Footer will now appear on printed work order forms.

 

Due Date Settings

In this section, you can set the number of days allowed to complete the work order based on the work order's priority.

  • Select the department.
  • Enter the number of Days Until Due for each Priority.
  • Check either the Skip Saturday or Skip Sunday boxes, if these days do not need to be counted in the number of days until due.
  • Click Save.

 

Scheduled Work Order Settings

In this section, you can set the number of days allowed to complete scheduled work orders based on the time based recurrence of the work.

  • Select the department.
  • Enter the number of Days Until Due for each time based recurrence.
  • Check either the Skip Saturday or Skip Sunday boxes, if these days do not need to be counted in the number of days until due.
  • Click Save.

 

Chargeback Rate Settings

These settings allow you set up chargeback rates for billing residents. For more information about setting up Chargeback Rates, see Billing Settings.

Resident Request Settings

  • Select the department.
  • Select the Default Requestor Work Source from the pick list. This will show as the Work Source when a request is entered by a requestor.
  • Click Save.

Reset Work Order Number

  • If you need to reset the work order numbers, enter a number greater than the current WO# displayed on this page and click Save.

 

 

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