Work Management Dashboard
Jump to section:
Creating a work order
Creating a work order template
Advanced work order searches
Setting dashboard preferences
-Creating a work order:
To begin creating a work order select the ‘Create WO’ tab from the top menu.
-In the create work order window, fill in the desired fields for the work order and press the create button found at the top right side of the window.
-Once created, every new work order is auto-assigned a number. These numbers can be used for searches in the dashboard.
-Creating a work order template:
To begin making a template you will need to create a basic work order and then open it from the dashboard. While filling in your template fields, keep in mind that you will want limited information in the template.
Templates are usually used for frequent repairs such as street light repairs, traffic sign replacement or any work order that you might be creating on a regular basis. You can also assign certain employees, equipment or materials to a specific template.
-Next, choose the save as template option from the right-side menu.
-Select a name for your template. If you created a work order only for the purpose to make a template, check the box to delete the work order.
-You can now create new work orders from a template by selecting the WO Template tab from the menu bar. Any saved templates will appear in the drop-down box to select from.
-You can also edit existing templates if changes need to be made.
-Advanced Work Order Searches:
iWorQ’s dashboard allows you to perform advanced searches to filter the data down to exactly what you need to view. To get started, select the ‘advanced search’ option from the menu bar.
-In the advanced search window, you can enter any information that you would like to find results for. Scroll farther down the window to search by employee, equipment, purchase orders and other additional options.
-Once you have entered the parameters you would like to search for, click on the search button at the top of the window. The following screenshot will produce the results of any work orders assigned to the water meter department that fall into the maintenance category and that have an estimated completion date between 8/30/18 to 9/7/18.
-You can save an advanced search if you frequently want to view certain parameters of data. Saved searches can be very useful to quickly pull up work orders tied to a certain employee or view any work orders with a ‘high priority’ status. To create a saved search, click on the save search button at the top of the window and enter a name for your new saved search.
-The saved search will now appear when you select the ‘open saved search’ tab from the work order dashboard menu.
-Setting Dashboard preferences:
As with any application using the new interface, preferences can be set to customize your dashboard. Open the preferences menu by selecting the heart icon from the right menu bar in your dashboard view.
-From within the preferences window you can select which fields you want to display on your dashboard, how many lines of data you would like to see on one page (using page size) and what size the information is displayed at (using view size), what size the detail sections on the edit screen are displayed at (using table size), the color scheme you would like, and a default saved search.
View Size Examples:
View size: Desktop View
View size: Medium
Table Size Examples:
Table size: Large
Table size: Small
Color Scheme Examples:
