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This guide has been reviewed against our global client base and classed as relevant to all regions |
This page outlines how to use the Organiser to find outstanding works orders, works orders to chase and completed works orders
1. Viewing works orders for a specific property Works orders for a specific property can be accessed via the property record From property screen: | , grid - Image Added
Grid functions are available to help with viewing your works orders | - see 1a
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- : | - | - | - | 2. Accessing works orders from the Organiser From the Organiser, Property Management panelManagement panel: The number of Outstanding works orders (step 3) and Works orders to chase (step 4) are displayed
Outstanding works orders can also be accessed from the main menu - see 2avia Lettings/Rentals, Outstanding Works Orders option
Use the filter options at the top of the panel to choose to filter By Office or By Manager Click the cog icon to access panel setup Property Manager/Administrator (where configured)
Hover over the panel header for access to settings (cog icon) where you can choose which offices to display when filtering by officeClick either option in the panel to display a list of the works orders
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For more information on the property management panel on the Organiser, click here | Image Removed Expand |
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| title | 2a:
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3. Outstanding works orders | from main menu
- Click Lettings and select Outstanding Works Orders Image Removed |
3. From Organiser, Property Management panel: | All | chased - are displayed hereClick Works order to view the works order
Click the address to view the property record
To view the outstanding works orders in a grid - see 3a
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title | 3a. View the list of outstanding works orders in a grid |
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When viewing a list of works orders:
- Hover over the panel header
Icons will be displayed on the right of the panel header (see above)
- Click the Pop out into full results icon (right)
A list of all outstanding works orders will be shown in a grid - grid chased (see next section) Image AddedRight-click and select Full results to see all outstanding works orders in a grid Image AddedGrid functions are available to help with viewing your works orders
| - see 1a | 4. Works orders to chase | All From Organiser, Property Management panel: | are displayed hereFrom the Organiser list:
Click Works order to view the works order
Click the address to view the estate record | - see 3aTo mark the works order as chased:
Click Works order to view the works order
, right-click and select Full results (see step 3) OR To open works orders individually, click Works orders to chase to view a list in the Organiser panel Image AddedClick Works order on the works order you wish to open Image Added | the | icon to to add a note, click Accept to save This will add the note to the Activity Feed with the date/time added plus user ID Adding a note removes the works order from the Works orders to chase list Save and Exit the works order Click Refresh on the Property Management panel The works order will be removed from the list and will appear in the list again when the selected time period has elapsed
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When you no longer need to chase a works order, change the works order Status to another relevant option, such as Raised or Completed |
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5. Accessing completed works orders Access the list of Outstanding works orders, as shown in step 3 Hover over the Property Management panel header and click the Pop out into full results icon The list of Outstanding works orders is shown Image RemovedImage AddedClick Status link and ensure just Completed is selected Click , then click Refresh A list of works orders marked as Completed will be displayed
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Using the Organiser to find outstanding works orders, works orders to chase and completed works orders |