Works order updates (12.130)

Owned by Fiona Hardy, created
Last updated: Oct 20, 2023
3 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

Various updates have been made for works orders from version 12.130+:

  • Tenancy end date shown in outstanding works orders list

  • Tenancy start & end date shown on works order screen

  • Access appliance, insurance & safety information from works order

Each update is explained below

1. Tenancy end date shown in outstanding works orders list

From the works orders list:

  • Ten End Date column is shown, displaying the tenancy end date, where available
    To change column position, click and drag the column heading then right-click over column headings and select Save grid layout

2. Tenancy start & end date shown on works order screen

From the Tenant panel:

  • Tenancy Start Date and End Date are displayed

    Where the tenancy end date has been confirmed and/or when a tenancy is set as periodic, this is indicated beside the End Date in the tenant panel

From version 12.132, the Notes panel becomes an Activity Feed, as outlined here: Activity Feed shown in works order (including emails sent, where configured)

3. Access appliance, insurance & safety information from works order

From works order, Property panel:

  • Click the icon to the right of the property address

  • The Appliances, Insurance & Safety tab of the property attributes screen is shown in Read Only view

  • All information added in the Appliances, Insurance & Safety screen on the property is displayed

  • Appliance and safety information are shown in grids, meaning the column headings can be used to sort and filter the information shown, as usual

  • From the Appliances grid, scroll across for the warranty expiry date and capped appliance information

To add/edit an information on the Appliances, Insurance & Safety screen, go back to the outstanding works orders list, right-click over the works order, select Show property, then access the Attributes screen on the property and add/edit as usual

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