Processing and Printing Work Orders
AL

Andres Lopez

Created Jul 14, 2023

Processing and Printing Work Orders

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Processing and Printing Work Orders

0 Steps

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Processing a Work Order

17 Steps

The following steps are related to processing and updating a work order.

1

Click on Rooms

Click on Rooms
2

Click on MAINTENANCE

Click on MAINTENANCE
3

Different lists

On the left hand side are different lists used to filter work orders.

Different lists
4

Click on Shared Dynamic Lists

Click on Shared Dynamic Lists
5

Click on Shared Dynamic Lists

Click on Shared Dynamic Lists
6

Click on the Appropriate Lsit

Here are different lists. They are divided by area and stage in which the work order is received.

Unprocessed means a work order has been submitted, but not yet processed.

Processed means that it has been reviewed and was labeled a job status.

Closed means that the work order has been completed and marked closed.

Click on the Appropriate Lsit
7

Example of an Unprocessed Work Order

Example of an Unprocessed Work Order
8

Click on the Blue Highlighted portion

By default this will be the Job ID.

Click on the Blue Highlighted portion
9

Review the Work Order

This page shows all information pertaining to the work order.

Review the Work Order
10

Click on Edit

Click on Edit
11

Change the Job Status

Change the Job Status
12

Assign a Technician

Assign a Technician
13

Change the Priority

Change the Priority
14

Click on Save Changes

Click on Save Changes
15

Review the changes made to the work order.

Review the changes made to the work order.
16

Click on CLOSE

Click on  CLOSE
17

To view the work order once again, click Processed Work Orders

To view the work order once again, click Processed Work Orders

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Printing the Report

14 Steps

The following steps are related to printing the report of work orders.

18

Click on Reports

Click on Reports
19

Click on Shared Reports

Click on Shared Reports
20

Click on Facilities Work Order Reports

Click on Facilities Work Order Reports
21

Click on Appropriate Report

Click on Appropriate Report
22

Click on Manage on the top right corner.

Click on Manage on the top right corner.
23

Click on Edit Report (V2)

Click on Edit Report (V2)
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Scroll down until you see Technician/Trade

Scroll down until you see Technician/Trade
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Click on the "+" sign.

This is to add a Selection Criteria or Set a Parameter

Click on the "+" sign.
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Click on Add Criteria

Click on Add Criteria
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Make sure the first box is Equals

Make sure the first box is Equals
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Type in the trade name

Note that this box is exact, meaning if the criteria you are searching for is misspelled, it will not show.

Type in the trade name
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Click on Save Criteria

Click on Save Criteria
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Click on Export

Click on Export
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Choose how you would like to export the report as.

Choose how you would like to export the report as.
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How to Close out the Work Order

10 Steps
32

Click on Rooms

Click on Rooms
33

Click on MAINTENANCE

Click on MAINTENANCE
34

Click on Shared Dynamic Lists

Click on Shared Dynamic Lists
35

Click on Shared Dynamic Lists

Click on Shared Dynamic Lists
36

Click on the Appropriate list

Click on the Appropriate list
37

Click on 84

Click on 84
38

Click on Edit

Click on Edit
39

Select Closed

Select Closed
40

Leave Repair Notes that were given by trade.

Leave Repair Notes that were given by trade.
41

Click on Save Changes

Click on Save Changes
Well done!
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