1. Open Work Management


2. Go to the "Work Orders" tab in the top left corner of the page.
• Click on the sub-tab labeled "Create WO" located in the center of the screen.


3. After clicking "Create WO"...
• A new window will appear with a table labeled "Create Work Order".
• Fill in as much information as is necessary for this Work Order (none of the information is required in order to create a new work order; however, the "Requestor/Requestor Name", "Requestor Phone", and any information regarding the Requestor and its location would be beneficial to include).


4. Once the information has been entered...
• Click "Create" in the top right-hand corner of the table.
• A screen will then appear with a preview of the case you are creating in a table labeled "Work Order".
• If all of the information looks accurate and complete, click "Save" at the top right corner of the screen.
• If the user has the ability to delete a Work Order, this button will show up at the bottom of the permit.
• Any ongoing changes needs to be saved, as work is entered.

Learn more about Work Management basics here.

1. Go to "Work Management".


2. Go to the "Work Orders" tab in the top left corner of the page.
• Click on the sub-tab labeled "WO Templates" located in the middle/right side of the screen.


3. After clicking "WO Templates"...
• A new window will appear with a table labeled "WO Templates".
• Select the following template already created within the drop down.
• Upon choosing a template...
• The following options are available to use: "Create", "Edit", or "Delete".


4. If you click on "Create"...
• A new work order will appear using the template you had selected.
• From this point you are welcome to enter additional information and hit save. This will show up in the main "Work Orders" Tab, along with other work orders that have been created.


5. If you click on "Edit"...
• The particular template that was once created will appear on the screen.
• Make any changes to the template that you would like.
• Any changes need to be followed by clicking on the "Save" button located in the upper right hand corner of the window.


6. If you click on "Delete"...
• Upon selecting "Delete" for a given template, without any notification the template will delete and no longer be on the list of templates.

1. Go to "Work Management".


2. Go to the "Work Orders" tab in the top left corner of the page.
• Select a work order in which you want to print by clicking anywhere on the row.


3. After opening the work order...
• A new window will appear with a table labeled "Work Order".
• On the right hand side there will be a button called "Print Work Order".


4. After clicking on "Print Work Order"...
• A window will pop up with print preview.
• Upon being connected to a printer and clicking "Print", the document will print accordingly.

1. Go to "Work Management".


2. Go to the "Work Orders" tab in the top left corner of the page.
• Select a work order in which you want to email by clicking anywhere on the row.


3. After opening the work order...
• A new window will appear with a table labeled "Work Order".
• If the work order contains all the information you would like, on the right hand side of the work order you are welcome to click the button that says "Email Work Order".


4. After clicking on "Email Work Order"...
• A window will pop up entitled "Email". Within the window there will be 2 options to choose from.
• "Email Selected Employees", and/or "Email Selected Departments"


5. If you were to click on "Email Selected Employees"...
• A list of employees found within the Employee Tab appears, giving you the option of selecting the box to the left of their name. There is no limit as to how many boxes you choose. However it is imperative you select the boxes you wish to send the email to.
• If you have someone other than an employee in mind to email, you can always select the bottom box, and enter the email address.
• In the event there are multiple email addresses, separate each email with a comma.


6. If you were to click on "Email Selected Departments"...
• A list of departments found within the subtab of the "Employee Tab" will appear. You are not required to choose any, however if you did any employee that affliated with the the given departments found on the "Employee Tab" will have be sent an email.


7. Regardless of what Email function you choose, there are two additional features that are available to customize the Work Order being emailed. Both of which will appear on the email being sent.
• Subject line is available to type in.
• As well as below that is an option to write a message.


8. After you have selected who you would like to email, and entered a subject/message...
• Proceed by clicking on "Email Work Order" located at the bottom of the screen.

1. Go to "Work Management".


2. Go to the "Work Orders" tab in the top left corner of the page.
• Select a work order in which you want to add a note to by clicking anywhere on the row.


3. After opening the work order...
• A new window will appear with a table labeled "Work Order".
• On the right hand side there will be a button called "Notes".


4. After clicking on "Notes"...
• A window entitled "Add Note" will appear giving you the ability to enter the following: note date, type in an actual note, and gives you the option of making the note alert (pop up immediately after the request opens) by checking the box located at the bottom of the screen.
• When you are finished, you are welcome to click "Add" in the bottom right hand corner.


5. After clicking on "Add" the note will appear at the bottom of the work order.

1. Go to "Work Management".


2. Go to the "Work Orders" tab in the top left corner of the page.
• Select a work order in which you want to upload a file to by clicking anywhere on the row.


3. After opening the work order...
• A new window will appear with a table labeled "Work Order".
• On the right hand side there will be a button called "Upload File".


4. After clicking on "Upload File"...
• A window will pop up allowing you to enter a description of the file, and click on "Add files". Providing you an opportunity to browse your computer for the given file.
• If you are unable to upload a file, please refer to your account limits found in the same window. It will say maximum file upload is 3MB or 25MB.

If you would like additional storage, please call Technical Support at 888-655-1259.

1. Open Work Management


2. Go to the "Work Orders" tab in the top left corner of the page.
• Click on the sub-tab labeled "Advanced Search" located in the center of the screen.


3. After clicking "Advanced Search"...
• A new window will appear with a table labeled "Advanced Search".
• Fill in much or as little information as you wish to search for.


4. Once the information has been entered...
• Click "Search" in the top right-hand corner of the screen.
• Upon doing so, the Advanced Search window will close and take you back to the Work Orders Tab -- displaying the results of the search.
• If you decide you want to save this search -- located on the right side of the page, click on the arrow pointing to the left.
• Followed by clicking on the top icon (also reffered to as "Save Selected").
• A new window will open asking you to name the search.

OR

• If you want to save the search for ongoing interests proceed to the next bullet.
• Upon selecting what to search for, click "Save" at the top right corner of the screen.
• A new window will open asking you to name the search.


5. After a search is saved...
• The search can be found within the "Work Orders Tab", on the far right hand side of the page located in a drop down called "Select View". The name you have typed in will be at the bottom of the list.
• This gives you an abillity to quickly view what the system has to offer regarding the particular criteria without having to recreate the search again.

1. Go to "Work Management".


2. Go to the "Work Orders" tab in the top left corner of the page.
• Select a work order in which you want to copy by clicking anywhere on the row.


3. After opening the work order...
• A new window will appear with a table labeled "Work Order".
• On the right hand side there will be a button called "Create Form".


4. After clicking on "Create Form"...
• A window will pop up entitled "Add Letter", with a drop down / list of letters available to attach.(If it is a new letter you wish to upload, please see the help page titled "Submitting a Letter Request").
• Upon selecting the given letter.
• Click "Add" located at the bottom of the same table.
• The letter will appear towards the bottom of the orignal work order window.


5. Upon adding the form you will be given the following options "Email", "Print", or "Save"...
• A window will prompt you to enter a email, or select boxes of employees that you wish to email the form to.
• As well as allows you to make changes and save them.
• Another option listed is to print the document, to a given destination.


6. If you have other letters you wish to add to the permit, repeat steps 3 - 5.

Please visit this page to learn more about using the map.

1. Go to "Work Management".


2. Go to the "Work Orders" tab in the top left corner of the page.
• Select a work order in which you want to copy by clicking anywhere on the row.


3. After opening the work order...
• A new window will appear with a table labeled "Work Order".
• On the right hand side there will be a button called "Map".


4. After clicking on "Map"...
• A window will pop up with google maps asking you if it's okay to map the given address. You are then able to choose "Okay" or "Cancel".

If you are unable to map a work order, please call Technical Support at 888-655-1259.

1. Open Work Management


2. Go to the "Fields" tab in the top right corner of the page.


3. After clicking the "Fields" tab...
• A new screen will appear with a table encompassing all the fields currently created.
• If you wish to add a new field, you do so clicking on the addition sign located on the right hand side of the screen. Upon clicking the addition sign, you will notice you have 4 options to choose from -
• Text (allows text, numbers and symbols).
• Numeric (allows only numbers).
• Look up (allows a list / drop down of choices).
• Date fields (allows only dates to be entered.
• Within each application you will have up to 20 of each fields.


4. Once the type of field has been selected..
• Click "Add..." on the given field, located next to the addition sign.
• A new window will appear allowing you to create the field name.
• Upon adding a field name, you are then able to click "Add Field" located at the bottom of the window. Doing so will add this field to the list of fields that are currently created.


5. How do I edit an exisiting field...
• If at some point you wish to edit a given field, you may click on the pencil located to the left of the field Id. This will pop up a window entitled "Edit Field" allowing you to make necessary changes.
• Upon making changes it is critcal to click "Edit Field" located at the bottom of the window.
• Leaving you with an updated list of fields.


6. If you wish to edit a value within a Look up field...
• Located to the right of the Field Name, you will find a column labeled "Lookup Values" and the word Values in blue.
• Depending on what Value you would like to edit/add. You will then click on the blue word "Values".
• A new window entitled "Lookup Values" pops up and gives you the option of clicking on "Edit", to change the name. "Add Value" to create a new option, or selecting the red "x" to delete the value (option) entirely.

If a value (option) has been associated with data, the system will not allow you to delete that entree without entirely skewing your past history. If you wish to delete a value, contact technical support at 888-655-1259.

1. Go to "Work Management".


2. Go to the "Employee" tab at the top of the page.


3. Go to the "Department" sub-tab...
• Click on "Add Department" in blue, on the top of the window.
• Enter the new department name and click "Add".
• The new department will now appear on the right with any other previously-entered departments.
• This page is also where departments can be edited/removed/set as a default, this is done by either clicking the pencil located to the left of the department titles and clicking on "Edit" to save changes.

1. Go to "Work Management".


2. Go to the "Equipment" tab at the top of the page.


3. Go to the "Equipment" sub-tab...
• A list of current pieces of equipment display.
• On the right side of the page, click on the icon symbolizing addition.
• Click "Add New Equipment".


4. After clicking "Add New Equipment"...
• A new window will appear with a table labeled "Add Equipment".
• Enter the information for the new equipment; click "Add Equipment" when finished.
• The new equipment will now appear on the screen, with any other equipment previously added.
• This page is also where you could edit equipment, by clicking on the pencil located on the left column. Upon making any changes click Save.

1. Go to "Work Management".


2. Go to the "Work Orders" tab in the top left corner of the page.


3. Within the "Main" sub-tab...
• Find/Click anywhere on the line of the work order that you are assigning equipment to.


4. Once the work order information page is pulled up...
• There will be a number of tables ("Work Order Information", "Assigned Activity Code", "Assigned Employees", etc.).
• Within the far right column of the "Work Order Information" table at the top of the page, there are a number of gray boxes.
• Find/Click the gray box thtat reads "Equipment".


5. After clicking "Equipment"...
• A new window will appear with a list of all of the equipment that could be assigned to the work order.
• Check/Uncheck the equipment you would like to assign/remove from the work order.
• Click "Save" in the top right corner when finished.
• The newly assigned equipment will now appear in the "Assigned Equipment" table on the work order information page.


6. Once the equipment appears in the "Assigned Equipment" table...
• There will be a column in the table labeled, "Amount" which is where you will enter how many of that item are being assigned.
• After entering the desired amount, click "Update Equipment" in the top right corner of the "Assigned Equipment" table in order to recalculate the cost of your equipment.

1. Go to "Work Management".


2. Go to the "Material" tab in the top left corner of the page.


3. Go to the "Material" sub-tab...
• Click "Add Material" within the addition sign located on the right side of the page.


4. After clicking "Add Material"...
• A new window will appear with an "Add Material" table.
• Enter the information for the new material into the table.
• Click "Add" when finished.
• The new material will now appear in the table on the right with any pre-existing materials.

1. Go to "Work Management".


2. Go to the "Work Orders" tab in the top left corner of the page.


3. Go to the "Main" sub-tab...
• Find / click on anywhere on the row of the given work order.


4. Once the work order opens...
• On the right side of the work order there will be a list of buttons.
• Find/click the box that reads "Material".


5. After clicking "Material"...
• A new window will appear with a list of all of the materials that have been added, check/uncheck the box next to the material you wish to assign to/remove from the work order.
• Click "Save" in the top right corner when finished.


6. After saving the material...
• It will appear in the "Material" section on the work order.
• In order to select how many are to be assigned, enter the amount into the white box in the "Assigned Material" located next to the "Amount" column. This will then calculate the total cost by multiplying the amount you entered by the rate that is associated with the material.
• By clicking "Update Material" it will calculate your new total.

1. The citizen needs to contact their city for the following items:
• URL for Talk To My City
• Agency Code
2. Once they're connected to the appropriate city, they can create an account through Talk To My City.
• Click on "Enter Request" located underneath cities logo.


3. Fill out all fields that are given.


4. Upload a document if needed.


5. Check the box agreeing you are not a robot.


6. Click on "Submit Request".


7. The request is then submitted to the given City for further action.
• If curious as to the status of a request(s), log in with the account you set up in step 2. Proceed by clicking on "View Request". A list will appear of any request that has been submitted.

Keep in mind an iWorQ staff member is not able to retrieve passwords, please refer to the forgot password link.

1. Go to "Citizen Engagement".


2. Go to the "Request" tab in the top left corner of the page.
• Select a request in which you want to copy by clicking anywhere on the row.


3. After opening the request...
• A new window will appear with a table labeled "Request".
• If the request contains all the information you would like, on the right hand side of the window click the button that says "Copy Request".


4. After clicking on "Copy Request"...
• A new window will appear with a different request number listed.
• Any ongoing changes needs to be saved.

1. Go to "Citizen Engagement".


2. Go to the "Request" tab in the top left corner of the page.
• Select a request in which you want to email by clicking anywhere on the row.


3. After opening the Request...
• A new window will appear with a table labeled "Request".
• If the request contains all the information you would like, on the right hand side of the work order click the button that says "Email Request".


4. After clicking on "Email Request"...
• A window will pop up entitled "Email". Within the window there will be 2 options to choose from.
• "Email Selected Employees", or "Email Selected Departments".


5. If you were to click on "Email Selected Employees"...
• A list of employees found within the Employee Tab appears, giving you the option of selecting the box to the left of their name. There is no limit as to how many boxes you choose. However it is imperative you select the boxes you wish to send the email to.
• If you have someone other than an employee in mind to email, you can always select the bottom box, and enter the email address.
• In the event there are multiple email addresses, separate each email with a comma.


6. If you were to click on "Email Selected Departments"...
• A list of departments found within the subtab of the "Employee Tab" will appear. You are not required to choose any, however if you did any employee that affliated with the the given departments found on the "Employee Tab" will have be sent an email.


7. Regardless of what email function you choose, there are two additional features that are available to customize the Request being emailed. Both of which will appear on the email being sent.
• Subject line is available to type in.
• As well as below that is an option to write a message.


8. After you have selected who you would like to email, and entered a subject/message...
• Proceed by clicking on "Email Request" located at the bottom of the screen.

1. Go to "Citizen Engagement".


2. Go to the "Requests" tab in the top left corner of the page.
• Select a request in which you want to print by clicking anywhere on the row.


3. After opening the request...
• A new window will appear with a table labeled "Request".
• On the right hand side there will be a button called "Print Request".


4. After clicking on "Print Request"...
• A window will pop up with print preview.
• Upon being connected to a printer and clicking "Print", the document will print accordingly.

1. Go to "Citizen Engagement".


2. Go to the "Requests" tab in the top left corner of the page.
• Select a request in which you want to add a note to by clicking anywhere on the row.


3. After opening the request...
• A new window will appear with a table labeled "Request".
• On the right hand side there will be a button called "Notes".


4. After clicking on "Notes"...
• A window entitled "Add Note" will appear giving you the ability to enter the following: note date, type in an actual note, and gives you the option of making the note alert (pop up immediately after the request opens by checking the box located at the bottom of the screen.
• When you are finished, you are welcome to click "Add" in the bottom right hand corner.


5. After clicking on "Add" the note will appear at the bottom of the request.

1. Go to "Citizen Engagement".


2. Go to the "Requests" tab in the top left corner of the page.
• Select a request in which you want to add a response to by clicking anywhere on the row.


3. After opening the request...
• A new window will appear with a table labeled "Request".
• On the right hand side there will be a button called "Responses".


4. After clicking on "Responses"...
• A window entitled "Add Responses" will appear giving you the ability to enter the following: Response date, type in an a response, and gives you the option of making the Response alert (pop up immediately after the request opens) by checking the box located at the bottom of the screen.
• When you are finished, click "Add Response" in the bottom right hand corner.


5. After clicking on "Add" the response will appear at the bottom of the request.

1. Go to "Citizen Engagement".


2. Go to the "Requests" tab in the top left corner of the page.
• Select a request in which you want to export by clicking anywhere on the row.


3. After opening the request...
• A new window will appear with a table labeled "Request".
• On the right hand side there will be a button called "Export".


4. After clicking on "Export"...
• A window will pop up entitled "Select Export Application" with the list of applications available to export the request to.
• Select the application you want.


5. After clicking on "Export"...
• The request will appear in a new window, of the given application you chose with a given number.

1. Go to "Citizen Engagement".


2. Go to the "Requests" tab in the top left corner of the page.
• Select a request in which you want to upload a file to by clicking anywhere on the row.


3. After opening the request...
• A new window will appear with a table labeled "Request".
• On the right hand side there will be a button called "Upload File".


4. After clicking on "Upload File"...
• A window will pop up allowing you to enter a description of the file, and click on "Add files". Providing you an opportunity to browse your computer for the given file.
• If you are unable to upload a file, please refer to your account limits located on the same window. It will say maximum file upload is 3MB or 25MB.

If you would like additional storage, please call Technical Support at 888-655-1259.

1. Go to "Citizen Engagement".


2. Go to the "Request" tab in the top left corner of the page.
• Click on the sub-tab labeled "Open Saved Search" located in towards the left side of the screen.


3. After clicking "Open Saved Search"...
• A new window will appear with a table labeled "Open Saved Search".
• Below it will ask you to select a particular saved search with the following options: "Open", "Edit", or "Delete".


4. If you click on "Open"...
• A list of results from a given search, will appear on the main "Case View" tab.


5. If you click on "Edit"...
• The particular Saved Search will appear in the window entitled "Advanced Search".
• From this point you are welcome to edit the search as you so desire.
• Any changes need to be followed by clicking on the "Edit Search" button located in the upper right hand corner of the window.


6. If you click on "Delete"...
• Upon selecting "Delete" for a given search, a pop up will appear on the screen saying the following "www.iworq.net says, Saved Search Deleted."

1. Go to "Citizen Engagement".


2. Go to the "Request" tab in the top left corner of the page.
• Select a request in which you want to map by clicking anywhere on the row.


3. After opening the Request...
• A new window will appear with a table labeled "Request".
• On the right hand side there will be a button called "Map".


4. After clicking on "Map"...
• A window will pop up with google maps asking you if it's okay to map the given address. You are then able to choose "Okay" or "Cancel".

If you are unable to map a request, please call Technical Support at 888-655-1259.

1. Go to "Citizen Engagement".


2. Go to the "Fields" tab in the top right corner of the page.


3. After clicking the "Fields" tab...
• A new screen will appear with a list of all the fields currently created.
• If you wish to add a new field, you do so clicking on the addition sign located on the right hand side of the screen. Upon clicking the addition sign, you will notice you have 4 options to choose from:
• Text (allows text, numbers and symbols).
• Numeric (allows only numbers).
• Look up (allows a list / drop down of choices).
• Date fields (allows only dates to be entered.
• Within each application you will have up to 20 of each fields.


4. Once the type of field has been selected...
• Click "Add..." on the given field, located next to the addition sign.
• A new window will appear allowing you to create the field name.
• Upon adding a field name, you are then able to click "Add Field" located at the bottom of the window. Doing so will add this field to the list of fields that are currently created.


5. How do I edit an existing field...
• If at some point you wish to edit a given field, you may click on the pencil located to the left of the field Id. This will pop up a window entitled "Edit Field" allowing you to make necessary changes.
• Upon making changes it is critical to click "Edit Field" located at the bottom of the window.
• Leaving you with an updated list of fields.


6. If you wish to edit a value within a Look up field...
• Located to the right of the Field Name, you will find a column labeled "Lookup Values" and the word Values in blue.
• Depending on what Value you would like to edit / add. You will then click on the blue word "Values".
• A new window entitled "Lookup Values" pops up and gives you the option of clicking on "Edit", to change the name. "Add Value" to create a new option, or selecting the red "x" to delete the value (option) entirely.

If a value (option) has been associated with data, the system will not allow you to delete that entree without entirely skewing your past history. If you wish to delete a value, please contact Technical Support at 888-655-1259.

1. Go to "Citizen Engagement".


2. Click on the "Employees" tab...
• Click on the addtion sign located on the right hand side of the page.
• Click on "Add Employee".
• Next, "Enter Employee Name, Email Department, Title, Phone, and select Active.
• Click "Add Employee".


3. After clicking "Add Employee"...
• The new "Employee" will appear in the table, along with any other employee previously entered.
• When attaching an Employee to a entity, the new employee will now appear as an option in the assigned to field.

1. Go to "Citizen Engagement".


2. Go to the "Polls" tab.
• On the right hand side of the page click on the addition sign also known as "Add Poll" .


3. After clicking "Add Poll"...
• A new window will appear with a table that reads "Add Poll".
• Click "Add".


4. After entering your question...
• Additional items will appear within that window, in the row labeled "Active" there is the option to make your poll "Active" or "In-Active".
• This is also where you will enter your possible answers, by clicking the gray box that reads "Add Option".


5. When adding options...
• An additional window will appear with an "Add Option" table.
• Enter your answer, and click "Add".
• Click Edit on the New Option.
• If desired, click edit to the left of "New Option".
• Your poll may contain as many options as you desire.


6. If you need to inactivate a poll, you can select the pencil on the left hand side of the page. And select In - Active. This will disable future selections.

1. Go to "Citizen Engagement".


2. Go to the "FAQ" tab also known as Frequently Asked Question.
• On the right hand side of the page click on the addition sign also known as "Add FAQ".


3. After clicking "Add FAQ"...
• A new window will appear with a table that reads "Add FAQ".
• Select the category the question falls under by clicking on the drop down next to category.


4. If you need to add a new category or edit an existing category, please see below for instructions. If not, proceed to step 5.
• Within the sub tab of "FAQ", there is an option to click on Category. Click on this button.
• A new window will pop up entitled "Category", with a list of existing categories.
• If you would like to add new, click on the top row labeled "Add Category".
• If you would like to edit an existing category click on "Edit".
• If you would like to delete a category, click on the red x. However if the category is attached to data, then you will not be able to do so.


5. Enter the question you would like to pose.


6. Enter the answer to your above question.


7. Within the Active drop down select Active.
• If you need to inactivate a FAQ later on, you can select the pencil on the left hand side of the page. And select In-Active. This will disable future selections.


8. Click "Add FAQ".