Work Order History

In Schedules > Update, the WO history tab displays a list of work orders to which the schedule is assigned.

Your organization's administrator sets up a default form within the Classic TMS modules, which varies its display of tabs, field groupings, and fields, depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

The default page view is List view, which displays all information in a spreadsheet-like format. Card view is where you can view the same items as blocks. You have the option to switch between views on desktop platforms. Click either the list or card icon located at the upper right of the list. Mobile phone and tablet devices only display Card view.

Results viewer

The Results viewer includes data sources that determine which columns display in the table grid. The records shown in list view appear using the same columns and order as defined in the Classic TMS application.

On first use, the Results viewer defaults to the data source set by your organization's administrator. You have the option to choose another data source. Regardless of your choice, if you leave the page and return, the data source you selected in the Results Viewer remains in place.

Sort, filter, and rearrange columns in the grid as needed. When you navigate away and return to the page, the view reverts to the settings of your selected data source, removing any applied sorting and filtering.

In the Results viewer, select the form you want to use to view the results in the results list. The list updates based on the form.

Status

To further filter the work order history list, view the active and completed work orders. This enables you to quickly locate the work orders you need to review or update.

In Status, select one of the following:

• All: Displays all work orders, both open and closed.

• Active: Shows only the work orders that are currently open.

• Completed: Shows only the closed work orders.

Work order history

The Schedules WO History section shows the work order history for a schedule when it's attached to the work order.

The Work order history list view includes the following columns:

• WO#: Unique identifier assigned to a work order.

• Description: Brief summary to provide more details.

• Type: Provides a general classification of the work order, such as corrective maintenance and incoming inspection.

• Acct: Specifies the account associated with the work order. Every work order requires an account or department to charge the time and materials.

• Asset #: Unique identifier assigned to an asset.

• Date created: Refers to the date the work order was created.

• Requester: The person initiating the request.

• Priority: Indicates the urgency level of the asset, with priority typically assigned to assets that are critical to your operations.

• Skill: Indicates the expertise needed to perform the work, such as electrician, mechanic, plumber, or biomedical technician.