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To update or delete an existing work order request, complete the following steps from the AWARDS Home screen:
Request Date Range - Only those work orders requested on a date that falls within the date range entered here will be included in the selection process. The default date range is the past two weeks. Make changes to this default date range as necessary by typing the dates into the From and To fields (using mm/dd/yyyy format), or by selecting them using the calendar icon.
Requestor Initials - Only those work orders requested by users with the first and/or last name initials entered into the First and Last initial fields will be included in the selection process. Asterisks (*) in these fields will include all requestors in the selection process.
Work Site - Only those work orders requested for the selected work site will be included in the selection process. Click this drop-down arrow and select the work site for which the work order is to be updated. The default value is "All Work Sites."
Resident Info - Only those work orders for residents with the first and/or last name initials entered into the First and Last initial fields will be included in the selection process. Asterisks (*) in these fields will include all residents in the selection process.
Requestor - Click this drop-down arrow and select the requestor associated with the work order to be updated or deleted. If requestor initials were entered on the previous page, only requestors with those initials are included in this selection list. If no requestor initials were entered, the default value for this selection list is "All Requestors."
NOTE: The Requestor list includes everyone who has previously entered work order requests for the selected location, unless specifically limited by initials as mentioned above. Users who are not members of the "Operations" user group cannot select requestors other than themselves.
Address - Click this drop-down arrow and select the address associated with the work order to be updated or deleted.
NOTE: This option is only available when a work site was selected on the previous page.
Resident - Click this drop-down arrow and select the resident associated with the work order to be updated or deleted. If resident initials were entered on the previous page, only residents with those initials are included in this selection list. If no resident initials were entered, the default value for this selection list is "All Residents."
NOTE: The Resident selection list includes everyone for which there is a work order in the date range specified on the previous page, unless specifically limited by initials as mentioned above. This selection option is not meant to be used for data entry, only reporting, and as such it is not a comprehensive list.
Job Site - Click this drop-down arrow and select the job site associated with the work order to be updated or deleted.
Job Type - Click this drop-down arrow and select the job type of the work order to be updated or deleted. The default value is "All Types."
Job Status - Click this drop-down arrow and select the job status of the work order to be updated or deleted. The default value is "All Jobs."
Work Order Location - When this option is selected, work orders will be sorted alphabetically by work order location.
Person Who Made Request - When this option is selected, work orders will be sorted alphabetically by work order requestor name.
Scheduling Status - When this option is selected, work orders will be sorted by target date.
Job Type - When this option is selected, work orders will be sorted alphabetically by location and job type.
Request Date - When this option is selected, work orders will be sorted by the date on which the requests were made, with the most recent requests listed last.
This page contains a table listing any existing work orders for the selected work site, address, and job site.
TIP: Click any of the table's column headings to sort the list by that variable. Clicking a heading more than once reverse the sort order. To also sort by a secondary variable, press <SHIFT> and click the second column heading.
TIP: Unless you are a member of the "Operations" or "System Administrators" users group, you can only complete these tasks for those work orders you entered. (Note that there is an option behind-the-scenes that, when set for your agency by Foothold Technology, lifts these user group restrictions and enables specified users or user groups to enter data in all work order fields/options, as well as to edit/delete work orders entered by other users. If you are interested in having this option turned on, please contact the Help Desk for assistance.)
When updating an existing work order - Click DATA ENTRY. The Selected Maintenance Work Orders page is displayed. Make changes or additions to the information on this page as necessary, referring to the Work Order Fields / Options if you need more information about any of the page's fields/options. When all changes are complete, click UPDATE REQUEST to save.
When deleting an existing work order - Click DELETE. The Selected Maintenance Work Orders to be Deleted page is displayed. Verify that the correct work order was selected, and then click CONFIRM DELETE to delete the record.
The process of updating/deleting an existing work order is now complete.
https://demodb.footholdtechnology.com/help/?11064
