Work order details pane
When you select a work order, the details pane opens on the right side of the console. The details pane consists of the following tabs:
-
Overview—Displays information about when the work order was created, who created the work order, and to which technician the work order is assigned.
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Checklist—View the checklist associated with the work order. If no checklist is attached, select the ellipsis icon and choose Update Checklist.
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Asset—If there is an asset associated with the work order, you can view details from the Asset tab. If no asset is associated with the work order, or the wrong asset has been linked, select the ellipsis icon and choose Update Asset.
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History—displays a chronological account of events from the time of the work order’s creation. All actions such as updates, changes, and remarks can be found here for review.
-
Approval—The Approval tab displays an approval detail and the cost details for the asset attached. Under this tab, users can view the quantity, rate and amount added for the asset.
Each tab displays different information about the work order. When you select the ellipsis icon ( 
) in the upper-right corner, a menu expands with additional actions that you can take.
Fields on the work order details pane of the Work Order Console
Note: The Overview tab opens by default.
Action menu ( 
) at the top of the work order details pane.
Actions
These actions are available from the vertical ellipsis ( ) menu in the upper-right corner of the work order details pane.
| Action | Description | Notes |
|---|---|---|
|
Start |
Starts the work order so that a technician can begin work. |
This option appears only if a work order has not yet been started. |
| Edit | Edit work orders that are in the Unassigned or Assigned state, but only for Corrective type work orders. | |
|
Assign To |
Opens the Select Staff dialog box where you can assign the work order to a specific staff. |
|
|
Park / Repark |
Puts the work order on hold. |
|
|
Print Work Order |
Opens the Print PDF Configuration dialog box, where you can print the work order as a PDF and view the following details:
|
This option sends an email notification when the Preventive Maintenance (PM) work order is completed, with the details provided as a PDF attachment. |
|
Add Notes |
Opens the Add Notes dialog box where you can add comments about the work order. |
|
|
Add Attachments |
Opens the Attachment dialog box where you can update a new file and attach it to the work order. |
|
|
Submit for Approval |
Opens the Approval Form where a technician can send the work order for approval before completing. |
This option appears only if the work order must be approved. |
|
Update Checklist |
Opens the Checklist dialog box where you can add a new checklist and attach it to the work order. |
Overview tab of the work order details pane
Fields on the Overview tab of the work order details pane
| Field | Description | Notes |
|---|---|---|
|
Property code |
Property code associated with the work order. |
Read-only. |
|
Location |
Location where the work order is physically located. This can be a room number or property name. |
Read-only. |
|
Description |
Description of the work order. |
Read-only. |
|
WO Type |
Type of work order. |
Read-only. |
|
Technician |
Technician assigned to the work order. |
Read-only. |
|
Reported by |
Employee who reported the work order. |
Read-only. |
|
Due date |
Date when the work order is scheduled to be completed. |
Read-only. |
|
Priority |
Level of urgency assigned to the work order. |
Read-only. |
|
Completed on |
Date when the work order was completed. |
Read-only. |
|
Completed By |
Employee who completed the work order. |
Read-only. |
|
Last Modified On |
Date and time when the work order was last modified. |
Read-only. |
|
Last Modified By |
Employee who last modified the work order. |
Read-only. |
|
Created On |
Date and time when the work order was created. |
Read-only. |
|
Created By |
Employee who created the work order. |
Read-only. |
Checklists tab of the work order details pane
Fields on the Checklists tab of the work order details pane
| Field | Description | Notes |
|---|---|---|
| Checklists |
For each checklist, select the title to expand the information section, which includes the following information:
|
If there are no associated checklists, the Checklists tab will be empty. |
Asset tab of the work order details pane
Fields on the following tabs:
-
Overview (
) tab of the asset details pane in the Asset Console
-
Asset (
) tab of the work order details pane in the Work Order Console
| Field | Description | Notes |
|---|---|---|
|
Image |
Image associated with the asset. |
Read-only. |
|
Property code |
Property code associated with the asset. |
Read-only. |
|
Location |
Location where the asset is physically located. This can be a room number or property name. |
Read-only. |
|
Asset Category |
Category to which the asset belongs. |
Read-only. |
|
Description |
Description of the asset. |
Read-only. |
|
Attachments |
Documents attached to the asset. |
Read-only. |
|
Installation Date |
Date when the asset was installed or put into service. |
Read-only. |
|
Expected Asset Life (months) |
Expected life of the asset (in months). |
Read-only. |
|
Supplier |
Name of the supplier. |
Read-only. |
|
Cost Center |
Financial cost center to which the asset is associated. |
Read-only. |
|
Email ID |
Email ID for the asset. |
Read-only. |
|
Name |
Name of the asset. |
Read-only. |
|
Purchase Date |
Date when the asset was purchased. |
Read-only. |
|
Purchase Cost |
Purchase cost of the asset. |
Read-only. |
|
Manufacturer |
Manufacturer of the asset. |
Read-only. |
|
Make |
Make of the asset |
Read-only. |
|
Manufacturer Contact Email |
Email address of the manufacturer's contact person. |
Read-only. |
|
Manufacturer Contact |
Name of the manufacturer's contact person. |
Read-only. |
|
Model |
Model of the asset. |
Read-only. |
|
Serial No. |
Serial number of the asset. |
Read-only. |
|
Product URL |
URL for the product. For example, this might be the manufacturer’s product webpage. |
Read-only. |
|
Last Modified On |
Date and time when the asset was last modified. |
Read-only. |
|
Last Modified By |
Name of the user who last modified the asset. |
Read-only. |
|
Created On |
Date when the asset was created. |
Read-only. |
|
Created By |
Name of the person who created the asset entry. |
Read-only. |
History tab of the work order details pane
Fields on the History tab of the work order details pane
| Field | Description | Notes |
|---|---|---|
|
Time |
Date and time when the last work order-related action was taken. |
Read-only. |
|
Action |
Type of action that was taken. |
Read-only. |
|
User |
User who performed the action. |
Read-only. |
|
Details |
Additional details about the action. |
Read-only. |
Approval tab of the work order details pane
Fields on the Approval tab of the work order details pane
Note: Access to this tab is based on user permissions.
| Field | Description | Notes |
|---|---|---|
|
WO commercial approval details |
Parts name, Quantity, Rate and Amount. |
Read-only. |
|
Contractor |
Contractor to whom the work order has been assigned (If applicable). |
Read-only. |
|
Approval Action |
The approver can approve/reject the work order. |
|
|
Approval Action history |
The history of work order rejection/approval is displayed here. |
Read-only. |
|
Invoice Details |
Work order details appear after the work order is completed. |
Read-only. |