Work Order History Grid
The Work Order History grid displays all work orders tied to the asset associated with the current work order. You can customize the columns, and filter or export the records by activating the new grid. By default, the list displays 100 items without any filters applied, and after applying filters, it can display up to 1,000 records.
To activate the new grid, select the Show new grid toggle switch in the following locations:
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Work Order module: Select a work order and click History > Asset History.
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Assets module: Select an asset and click History > Work Orders.
Add or remove columns
The list displays data in a column and row format. You can customize the column headers by adding or removing work order properties.
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Click Additional columns .
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To add columns, search for and select the properties you want to display:
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Priority Icon: Icons indicating critical, high-priority, and low-priority work orders.
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WO #: Work order ID.
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Status and Status Description: Current status of the work order within the maintenance cycle.
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Reason: Description of the work order.
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Target: Target completion date for the work order.
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Completed: Actual completion date of the work order.
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Closed: Date the work order was closed.
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Problem Code and Problem Name: Code and name of the reported problem.
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Cause Code and Cause Name: Code and name identifying the root cause of the problem.
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Remedy Code and Remedy Name: Code and name of the solution implemented.
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Procedure: Procedures performed to complete the maintenance.
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Actual Hours: Total hours worked on the task.
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Assigned Labor: Individual or team responsible for the work order.
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Labor Report : Report describing progress, encountered issues, and solutions.
Hover over the icon to see a short preview of the report. Click the icon to open the full labor report. From there, you can view, copy, and open the associated Work Order.
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To remove columns, search for and clear each property you want to remove.
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Click Close.
Resize and change column positions
Adjust the layout of the columns in the following ways:
Resize a column: Place your mouse cursor on the vertical line between the column headers until a double arrow appears. Then, click and drag left or right to resize the column.
Move a column: Click, hold, and drag the column header to a different position. Release the mouse button to drop the column into its new position. The column moves to the new position.
The changes to the column width and order are saved automatically, preserving your personalized format.
Filter records
Apply predefined filters to narrow down the search results list. After applying one or more filters, the system displays up to 1,000 records.
Filter dates, status, priority, or type:
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Click one of the available filters.
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Select the desired properties to filter.
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To remove a single filter, select All.
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Click Apply.
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To remove all filters, click Reset.
The filter groups automatically reset to All.
Apply more filters:
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Click More filters.
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Select one or more properties to filter:
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Child assets: Displays work orders when its asset is associated with one or more child assets
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Overdue: Records where the target date is less than or equal to the current date.
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PM and Non-PM: Filters whether the work order is created by a PM. If both options or neither are selected, the system displays all work orders.
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Assigned and Unassigned: Filters whether a work order has assigned labor. If both options or neither are selected, the system displays all work orders.
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Open and Completed: Filters whether the work order is open or completed/closed. If both options or neither are selected, the system displays all work orders.
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Task assets: Displays only assets that contains open or completed tasks.
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To remove filters, clear each property.
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Click Apply.
Export records
You can export the list in .csv or .xlsx formats. The export file includes all the columns displayed in your grid. To adjust the exported content, add or remove columns in the grid.
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Click Export .
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Click one of the options:
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Export to CSV
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Export to Excel
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The download begins automatically.