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Servicing WO



The form Service WO is used to view the created service work orders (WOs) from the module Field Service. The display of service WOs can be customized by selecting filters in the button Search.

The details of service WOs are displayed on service WO cards, where you can find general information about the service WO. The details include the name of the service, the service WO number, a picture of the employee, the date of creation, percentage of completion and the status of the service WO.

HINT

You can click the service WO card to open the individual service WO and view its details on the form 

 

To open the form, select Service orders from the menu.

 

Below is a description of the form’s features:

 

Table of contents

  1. Header
  2. WO cards
  3. Individual WO card
  4. Map button
  5. Search button

 

1. Header

The header of the form shows a quick search filter that can be used to display the desired service WOs by the service WO name, service WO number, or customer.

 

2. WO Cards

At the body of the form, all the service WO cards that match the filters selected are displayed.

 

3. Individual WO card

Each WO card (shown in the image at the beginning of this chapter under number 3 and detailed in the image below) contains general information about service WO.

(item image)

The image of the item from the items register.

Item

The ID of the item from the Items register.

Customer

Customer name and address.

Pictures of employees

Picture of one or more employees working in this service WO, with the option to add an employee to the service WO.

(Add employee)

Button to add additional employees to the service WO.

WO number

Number of the WO that is made up of the year of creation of the service WO, the WO document type and the consecutive number of the service WO.

 (Work indicator)

Visible if the time is being recorded or an operation is in progress for the service WO.

Date of WO creation

The date of creation of the service WO.

Status (progress in %)

The progress of work done in the service WO in percentage.

 

4. Map button

Clicking map button opens up a new window with a map view showing the locations of service work orders.

 

5. Search button

Clicking the search button opens up a new form with filters for searching service work orders.

 

 

  

     


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