Page Comparison

1. Viewing works orders for a specific estate

Works orders for a specific estate can be accessed via the estate record

• Click Works
  A list of all works orders for this estate will be shown in a grid, see 3a

2. Accessing works orders from the Organiser

From the Organiser, 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
  
  For more information on the Organiser, click here:
  Organiser
  

3. Outstanding works orders

All works orders with a Status indicating they are in progress - and not set to be chased - are displayed here

• Click 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

3a. View

list of outstanding works orders in a grid

When viewing a list of works orders:

• Hover over the Block Management panel header
  Icons will be displayed on the right of the panel header

• Click the Pop out into full results icon
  A list of all outstanding works orders will be shown in a grid

• 
  Use grid functions to help finding/viewing works orders - see step 1a on this page for more information: Create a new works order (block management)

4. Works orders to chase

All works orders with a Status of Raised - Chase every X days are displayed here

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From 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:

• Click Works order to view the works order

• After chasing the contractor - in Activity Feed, click

  

• Add a follow up note and click Accept
  This adds the note to the Activity Feed with a date/user stamp

• Save and Exit the works order

• Click Refresh on the Block Management panel
  The works order will be removed from the Works orders to chase list - it will appear in the list again when the selected time period has elapsed

5. Accessing completed works orders

From the Block Management panel:

• Right-click over the the list of Outstanding works orders and select Full results
  The list of Outstanding works orders is shown

  

• Click link beside Status and ensure just the Completed option is selected

• Click Refresh
  A list of works orders marked as Completed will be displayed