Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 9 Next »

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

  • Click Works

    A list of all works orders for this property will be shown in a grid, grid functions are available to help with viewing your works orders - see 1a


 1a. Grid functions

- Clicking the column headings allow you to sort by that column 

- Click and drag a column to change its position in the grid

- Hover over the column heading and click the filter icon for options to group or filter the list

- Right-click the column headings for options to add more columns to the list (e.g. unit) and to also save the current layout

2. Accessing works orders from the Organiser

From the Organiser, Property Management 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 2a

  • 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 property management panel on the Organiser, click here

 2a: Outstanding works orders from main menu

- Click Lettings and select Outstanding Works Orders


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 property record

  • To view the outstanding works orders in a grid - see 3a

 3a. View the list of outstanding works orders in a grid

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 functions are available to help with viewing your works orders - see 1a

4. Works orders to chase

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

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 the Activity Feed area, click the (plus) icon 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

When you no longer need to chase a works order, change the works order Status to another relevant option, such as Raised or Completed

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

  • Click Status link and ensure just Completed is selected

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

  • No labels