Set priority on works orders - configuration option

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

A configuration option is available which allows a priority level to be set on a works order

Once set, this allows works orders to be sorted, grouped or filtered according to their priority level

To enable this configuration option, click here to contact Reapit Support

1. Set priority level on works order

In the Works Order panel (top left):

  • Beside Priority, click Select

  • Choose the relevant priority level from the list shown

High/Medium/Low (shown above) are default options, custom options can be added by Reapit Support - click here to contact Reapit Support and specify priority levels required

2. Sort/filter/group works orders by priority

From the works orders list:

  • Priority column displays the level set for each works order
    If the column is not displayed (usually shown far right of grid), see 2a below

  • Click the column heading to sort ascending/descending (as shown above)

  • Hover over the column heading and click the filter icon for options to group or filter the list by priority

 

2a. If the priority column is not displayed

Follow the steps below to add it to the grid, then save the new grid layout

  • Right-click over the column headings, hover over Pick columns and select Priority from the list shown
    The Priority column will be added to the grid to the far right

  • Click and drag the column to the desired position

  • Right-click over column headings again and select Save grid layout