Locate a works order (block management)

Owned by Fiona Hardy
Last updated: Jun 15, 2023
4 min read

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 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

  • 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:

Outstanding works orders can also be accessed from main menu - click Block 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 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

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

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

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

Related articles

 

Â