Viewing a Work Orders Report







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To view a read-only work order request report, complete the following steps from the AWARDS Home screen:

  TIP: The following instructions detail accessing the Work Orders Report from directly within the Operations module.  It can also be accessed from within the Reports module where it can be bookmarked for easy access.

    1. Click Administration from the left-hand menu, and then click Operations.  The Operations fly-out menu is displayed.
    2. Click Property Maintenance.  The Maintenance Work Orders Preliminary Selection Settings page is displayed.

    1. To narrow work order selection, configure one or more of the selection options on this page:

  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.

    1. Click CONTINUE.  The Maintenance Settings Selection Detail page is displayed.

    1. To further narrow work order selection, configure one or more of the settings on this page:

  Requestor - Click this drop-down arrow and select the requestor associated with the work order to be viewed.  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 viewed.

  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 viewed.  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 on the specified page, unless specifically limited by initials as mentioned above. 

    1. Click CONTINUE.  The Maintenance Selection Final Settings page is displayed.

    1. Click the Database drop-down arrow and select "Reports."
    2. To further narrow work order selection, configure one or more of the settings on this page:

  Job Site - Click this drop-down arrow and select the job site associated with the work order to be viewed.

  Job Type - Click this drop-down arrow and select the job type of the work order to be viewed.  The default value is "All Types."

  Job Status - Click this drop-down arrow and select the job status of the work order to be viewed.  The default value is "All Jobs."

    1. Click the Sort By drop-down arrow and select one of the available options to indicate how work orders matching the selection criteria are to be sorted.  Available selections are:

  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.

    1. Click CONTINUE.  The Maintenance Work selection page is displayed.

This page contains a table listing all existing work orders matching the selection criteria specified on the previous pages.

  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.

    1. Click the checkbox next to each work order to be included in the report.
    2. Click SHOW.  The Selected Maintenance Work Orders page is displayed with a read-only report version of the selected work order(s).

The process of viewing a work order request report is now complete.

  https://demodb.footholdtechnology.com/help/?11066