The Service Workorders grid displays information about the service workorder as a whole – such as the client, workorder number, project assigned to, overall summary, overall category, overall service date, overall status, overall category, summary, originating pm or originating quote.
Right click on any column heading for the full list of
The Items grid displays information from:
| • | the Service Workorder above |
| • | from each workorder item in a Service Workorder such as the workorder item summary, status, priority, type and request date |
| • | from each workorder item’s selected unit (unit service type, unit serial and model) |
| • | and from outside service (RMA number, sent date, who shipped by, who sent to and, tracking number and ETA) |
The Scheduled Users grid displays information on each scheduled user of information within each workorder item within each Service Workorder.
The Parts grid displays information on each part entered within each workorder item for each Service Workorder.
The Labor grid displays information on each labor entered within each workorder item for each Service Workorder.
The Travel grid displays information on each part entered within each workorder item for each Service Workorder.
The Loans grid displays information on each part entered within each workorder item for each Service Workorder.
The Expenses grid displays information on each part entered within each workorder item for each Service Workorder.
The Custom grid displays information on each part entered within each workorder item for each Service Workorder.
As the Service Workorder is made up of a workorder header, and possibly many workorder items with each workorder item having information pertaining to additional information such as parts, schedulable users, and labor and so on, we utilize more than just one possible grid to display service workorders based on what it is that you are looking to view at a glance.
The Service Workorder grid is useful for an overview of what workorders for what clients are in progress, completed, invoiced, or closed. For example, the dispatcher may view the screen to quickly filter what workorders for a client are presently open.
The Service Workorder grid does not display information about who was scheduled or what unit was being serviced or workorder item summary or request date or such. It is only to display information from the workorder as a whole. use the sub-grids to view additional details.
For example, if you wish to view scheduled users (entered in Scheduled Users sub-screen in a service workorder), refer to the Scheduled Users grid expanded under the Items grid under Service Workorders. For a graphical view of scheduled users, it is suggested to refer to the Schedule screen. Refer to the Schedule section further in this manual once you have overviewed the actual service workorder.
A Service workorder and/or its service workorder items can be opened from the Service grid, the Items grid and the expanded grids underneath as well as from the graphical Schedule screen.
The Service grid format makes it very easy to filter, group and sort for ease of selection. The gird will display Service Workorders based on your last view of this grid. For example, if you were previously viewing a saved filter to only show Service workorders that have Service Completed with a checkmark, it would only show those workorders that do so via that saved filter the next time you view that grid.
If you do not wish certain columns to display, just right-click on the column heading to bring up a list of all displaying columns and uncheck the columns you do not want.
We invite you to review the AyaNova Manual which provides detailed information on service workorders, as well as tutorials, tips on use and reference information on customizing reports, advanced configuration and more.
If you have any questions, we encourage you to review the AyaNova Support Forum to find similar questions, and post any questions you may have.