Work Order Sub-Tab: Work Order

The Report - Work Order page provides access to a summary report that can be printed or emailed to a technician.

At the top of the Work Order Report is general information about the work order, retrieved from the Details page. The exact appearance of the report depends on the preferences set by your organization and any modifications you make.

The following information is only printed on the report conditionally, based on preference settings:

  • Task

  • Labor

  • Parts/Tools

  • Other Costs

  • Document

  • Labor Report

The format and layout of the Work Order Report is determined by numerous repair center preferences. When this report is run from the Work Order module, the logged in user's repair center is used to determine the preferences to honor.

If the report is sent through an automated process, such as a rule action or scheduled report, the repair center on the Report Setup - Advanced tab will be used to determine the preference values to honor.

At the end of the Work Order Report, any documents or images designated for inclusion are displayed.

The appearance of the Work Order Report is tailored for your organization’s use, based on numerous available preferences. For more information on setting preferences regarding the Work Order Report, see Work Order Preferences.

At the top of the page is a check box used to indicate whether or not All Work Orders in Group should be included in the report. If the check box is selected and the work order is a member of a group, all work orders will be listed sequentially. Each work order will list the work order summary, the tasks, and the labor report, dependent on set preferences. Following these items, information common to the group is displayed, including a summary of costs and any related documents.

Print the Work Order

  1. Designate whether or not all Work Orders in Group should be included.

  2. Click the Print button in the upper-right corner of the page.

    The system print dialog appears.

  3. Enter any desired settings and click Print.

    The Work Order Report can also be emailed to a recipient.