How to add a Item

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Adding a item is a three step process. You will locate the Job, create a List and then add the item. The terminology for Job, List and Item may be different in your database but the icons are the same.

STEP 1- LOCATE JOB Option A- Global Search Tool

1. Use the Search tool in the upper right hand of

the screen.

2. Select search option in the first drop down menu

3. Enter the known Job or Contact information in the second box

Option B-View all Jobs

1. Hover over the JOB ICON on the tool bar and select VIEW JOBS

2. Select a PROJECT/ADDRESS from the drop down menu and Select FIND

3. Single Click to highlight a specific Job OR Double Click to open Job record

Locate Job

Create New List

Add Item Details- Area, Category, Sub-Category, Service Requested

Select Vendor

Schedule –for a Review or a Repair

Update status

Send or Print Work Order

How to add a Item

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Job Detail Screen

1. Click ADD LIST at the bottom of the screen.

How to add a Item

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STEP 2- CREATE NEW LIST

After Clicking Add List-

1. Select List Type*REQUIRED

2. Schedule for Review if you want

to add it to an employee’s calendar before creating Items

3. Set the Date/Time/Employee *

Mandatory to select employee if scheduling

4. Adjust employees assigned if needed. *REQUIRED

5. Add a Note and Time Stamp. *optional

6. Click

7. SAVE if you do not want to add

Items. 8. SAVE & ADD ITEMS if you have 1

Item to enter 9. SAVE & QUICK ADD if you have

multiple Items to enter

How to add a Item

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STEP 3 & 4- ADD ITEM DETAILS including VENDOR

FIRST

Area

Category

Sub Category

Option *may not be populated

Determination *may be required depending on employee permissions

Vendor if you have integration this field auto-populates after Category selection is made. You also may change it manually.

NOTE: Some fields will populate/update

automatically when other selections are

made

Submit/Open Date

Due date populates after category is

selected

Item Number populates after

clicking SAVE

Progress Level will update itself if

dates are added to

Review/repair/Competed fields

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Second

Service Requested

Make a selection from the drop down menu, you may choose more than one. You may also type directly into the text box. This is where specific directions to Vendors should be entered. It is seen on the work order and can be printed on various reports.

STEP 5- SCHEDULE APPOINTMENT

Third

Appointment Dates Review-Internal employee *if need to review before sending to Vendor Repair-Vendor *if scheduling for the Vendor

Fourth

SAVE

STEP 6- UPDATE STATUS Before sending the Work Order Verify all the information is correct.

VERIFY:

Progress Level

Work Order Title

Due Date ADD:

Charges

Pictures

Documents

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STEP 7- SEND WORK ORDER OR PRINT

SEND WO

Send WO- Emails the work order to Vendor as a PDF attachment

Email- Allows you to Send the WO PDF attachment and a template

View of a Work Order PDF