Activities > Find Account - Work Order Tab or
Dashboard > Account Search - Work Order Tab
Learn more about the Work Order Tab on the Owner Account page.
Work Orders can be generated by Owner’s via the Community Portal as a way to make requests to management for repairs or maintenance. The Work Order Tab lists all current and previous work orders and allows new Work Orders to be entered.
Work Order List
The Work Order Tab will provide a list of all new and past Work Orders and includes the following information.
Magnifying Glass Icon- Use this icon to view additional details of the Work Order.
Trash Can Icon- Use this icon to delete the Work Order.
Pencil Icon- Use this icon to edit the Work Order.
Type- This lists the Firm Type of Work Order.
Sub Type- This lists the Sub-Type of Work Order.
Start Date- This is the date work is started.
End Date- This is the date work is completed.
Age- This is the date the Work Order is entered.
ETC- Enter the Estimated Time to Complete the Work Order.
Work Order Status- This is the current Status of the Work Order.
Date Entered- This is the date of the original request.
Add a Work Order
Step 1. Locate the Owner Account you need to work with using the Account Search feature on the Dashboard, or via Activities > Find Account.
Step 2. Click the Work Order Tab.
Step 3. Click the Add Work Order hyperlink.
Step 4. Complete the fields of the Work Order window.
General Tab-General Section
Title- Enter a Title for the Work Order.
Status- This field will default to Entered when a new Work Order is created and be changed as the Work Order is completed.
Priority- Select the correct Priority from the drop down menu.
Type- Select the Type of Work Order from the drop down menu.
NOTE- These Types are set up at the Firm level. CLICK HERE for more information.
Sub Type- Select the Sub-Type from the drop down menu.
NOTE- These Types are set up at the Association level and are used to further describe the Work Order. CLICK HERE for more information.
Location- Select the Location from the drop down menu.
Source- Select the Source of the Work Order from the drop down menu.
Description- Enter a Description of the Work Order from the drop down menu.
Location Description- Use this area to enter more details about the location, if needed.
ETC- Enter the Estimated Time to Complete the Work Order.
Start Date- Select the Start Date from the drop down calendar.
End Date- Select the End Date from the drop down calendar.
Mobile Note- Enter a note to appear on the Mobile App, if needed.
Mobile Note Expiration- Enter a date for the note to expire, if applicable.
General Tab-Approvals Section
This section is used to enter notes and information when the Work Order is approved.
General Tab-Assigned Section
This section is used to assign the Work Order for completion and track dates.
General Tab-Images Section
This section is used to upload images related to the Work Order.
General Tab-Audio Section
This section is used to upload Audio recordings related to the Work Order.
General Tab-Completed Section
This section contains information related to the completion of the Work Order.
Billing Tab
This Tab is used to record billable charges related to the Work Order.
Event Log Tab
This Tab lists all actions taken related to the Work Order.
Recurrence Tab
Check the box on this Tab to make the Work Order a recurring order.
Step 5. Click the Save button to finalize, or the Save Add button to add another Work Order.
Delete a Work Order
To delete a Work Order, click the Trash icon and then click Confirm on the pop up window.
Edit a Work Order
To edit a Work Order, click the Pencil icon to open the record. Make all necessary changes and save on completion.
View Details of a Work Order
Click the Magnifying Glass icon to open the record to see additional details.
