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This page outlines how to use the Organiser to find all outstanding works orders, works orders to chase and completed works orders, as well as viewing works orders for a specific estate
1. Viewing works orders for a specific estate Works orders for a specific estate can be accessed via the estate record | Image RemovedImage Added |
2. Accessing works orders from the Organiser From the Organiser, Estate Block Management panel: The number of Outstanding works orders (step 3) and Works orders to chase (step 4) are displayed
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 where you can choose which offices to display when filtering by office
Click either option in the panel to display a list of the works orders
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Outstanding works orders can also be accessed from main menu | Click Estate - click Block and select Outstanding Works Orders Image Removed | |
3. Outstanding works orders All works orders with a Status indicating they are in progress - and not set to be chased - are displayed here Image AddedClick Works order to view the works order Click the address to view the estate record To view the list of outstanding works orders in a grid - see 3a
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3a. View | the list of outstanding works orders in a grid When viewing a list of works orders: | - | Estate | - | - use grid |
4. Works orders to chase All works orders with a Status of Raised - Chase every X days are displayed here Image AddedFrom the Organiser list: Click Works order to view the works order Click the address to view the estate record To view a list of all works orders to chase in a grid - see 3a
To mark the works order as chased: | , in the Notes area, click the + icon | will add | Notes area | Estate | Image RemovedImage Removedinfo Tip |
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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 From the Block Management panel: Right-click over the the list of Outstanding works orders, as shown in step 3 Hover over the Estate Management panel header - click the Pop out into full results icon (on right) and select Full results The list of Outstanding works orders is shown Image RemovedImage AddedClick link beside Status link and ensure just the Completed option is selected Click Refresh A list of works orders marked as Completed will be displayed
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