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Unscheduled Work Orders Sub-Tab

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The Unscheduled Work Orders Sub-Tab shows all Service Calls and Projects created but with no work scheduled so far. This is a useful tool to make sure that intended work does not get overlooked or unreasonably delayed.

Here is a sample of the Unscheduled Work Orders screen:

This screen, with multiple details, is a DataView, where you can adjust the layout, print or export the data (see DataView Menu). There may also be a header panel above for the "parent" of the details, or a DataView Footer below. Usually you can use key-matching search on fields like ID Number.

To help you manage many possible entries, this screen is already displayed using the Group-By bar, allowing you to drag column headers into the Group-By in the screen header.

Use the Horizontal Scroll Bar at the bottom of the window to see further valuable columns on the right.

 

To work with Work Order detail lines on the screen:
Double-click on the detail line to open and review or make changes to the Work Order
Click to select an Work Order detail line
At the bottom left there is one button:
Click on the Create Schedule button to create a Schedule Slot for this Work Order using the Mini-Schedule Board
At the bottom right there are three buttons:
Refresh Screen: - Click this button to re-display the screen after making changes to some of the detail lines.
Print: - Click this button to print the current screen display for work and review.
Preview: - Click this button to preview the printout for the current screen display.

 


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