All created work orders are displayed in the list:
Work orders actions
You can do the following work order actions, depending on the level of user rights:
cancel (not applicable to work orders with "Completed"/"Completed with warning" status);
reassign (not applicable to work orders in "Progress", "Unsigned" and "Completed"/"Completed with warning" and "Cancelled" status);
edit;
duplicate,
archive (applicable ONLY to work orders in "Completed"/"Completed with warning", "Template" and "Cancelled" status).
reopen and regenerate the act (only if the work order is "Completed")
print act template (if it is enabled by Frontu team, you can print an empty pdf act)
Work orders search
You can use different filters to find a work order in the list. However the easiest way to find a specific work order is to use "Work order search" bar. You will be able to see it from everywhere. This means you do not need to go back to work orders list and search it there. Instead you can just enter title or number and find it right away.
When you find it in the list, click on it and quick preview will be opened. You can perform other actions from there or close the preview screen.
Actions shortcuts
When user is on work order detailed view or quick view, he can initiate the keyboards shortcuts to do some actions more quick.
Click letter “E” on your keyboard for edit.
Letter “S” for change status.
Status can be changed despite the user who is assigned to the work order. This means that even an app user is assigned, administrator can still change the status using this feature.
Letter “A” for approve.
Letter “R” for reopen.
Confirm modal should be confirmed with Enter key or clicking green “Save” button. User will get pop up message to approve the action.
Letter “N” will let user open new work order form from the work order list.
Work order Detailed view window includes "All Actions" dropdown that also identifies shortcuts for the possible actions.
Work orders statuses
Work orders statuses (identical to the mobile application environment):
Inactive (the work order was created but execution has not yet been started);
Unassigned (the work order has not been assigned to any employee);
Reassigned (the work order has been assigned to a different employee);
Template (template was created but not confirmed and not sent to an employee);
Overdue (may be displayed with other statuses. It is displayed when deadline is delayed, overdue time is shown). It helps to identify how much time work order was delayed comparing with its planned start or end time (General settings > App settings> The work order is considered overdue);
Overdue label will not be visible to your customers. Customer role user will not be able to see if work order was set as past due.
Unsynchronized (the status is displayed together with other statuses, when the data has not been fully sent).
On the road (shown with other statuses, except for "Canceled", when the employee activates the "Start Trip" function. "ETA hh: mm" - estimated time of arrival, time calculated from Google maps between current user location and the work order object);
Confirmed (the work order has been confirmed by an employee);
In progress (execution started and is in progress);
Stopped (stop reasons are created in SETTINGS → General Settings → App settings → Work order stop reasons);
Unsigned (the work order has been completed but may still be edited and is awaiting customer's signature). Unsigned work orders can be signed using an administrator platform. Even if remote signature was not requested by an app user, administrator can still sign the work order. User just needs to find work orders with status “Signature requested” (was requested by app user from the application) or “Unsigned” and click on pencil icon.
When signature form is open, fill in the information, leave a signature and click green “Sign” button. The work order status will change to “Completed” or “Completed with warning” (if any remarks were left) immediately.
Completed (finished work order)
If work order is completed by administrator via status change action, there might be a message for suggested materials/jobs displayed. When the work order has suggested jobs/materials added and not fully filled from the application, administrator sees the informational message to review quantity/duration The message can be ignored if not relevant at the moment and action can be saved.
Completed with warning (completed, but the customer disagreed with the work and provided remarks, the work order is marked in green. You can see remarks under the work order number);
Approved (when work order is completed and approved by an administrator)
Have in mind, that work order can not be approved if it was completed with warning. If it was completed with warning, the reply should be provided. Only then, work order can be approved.
Just right click on the completed work orders and select ‘Approve’ option. The work order status will change to approved immediately. You will be able to filter approved work orders by the status as well.
You can still reopen the work order if it was approved.
Aborted (the work order has been cancelled and may not be executed or viewed in the app). You can cancel all work orders except Completed and Completed with warning.