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The instructions in this article relate to Search Work Orders. The icon may be located on your StrataMax Desktop or found using the StrataMax Search. |
Search Work Orders is used to find TaskMax work order records by selected criteria. It can report on work order details such as status, creditor name, and Contractor Industry where that information has been populated from Creditor Maintenance.
This search assists with reviewing outstanding work orders, analysing contractor activity, and keeping the Dashboard current for outstanding work orders. Searches can be saved for continuous use, and the information can then optionally be exported to Excel or produced into a PDF-style document.
Searches
Many search screens use the same layout and tabs, even though each one reports on a different area of data. Once you understand how the search screen works, the same process can be applied across a range of searches.
Search Work Orders | Security
To access Search Work Orders, the user must have permission set to Allow for Search Work Orders under the Menus category in Security Setup.
Search Work Orders | What it can report on
Search Work Orders reports on TaskMax work order records using the search values most relevant to the task being completed. This includes searches for work orders that are not finalised, work orders linked to a particular creditor, and work orders grouped by Contractor Industry where that information is available.
This is useful when you need to monitor outstanding work orders, review how many work orders have been sent to a contractor, or analyse work order activity by contractor type. The displayed columns and sort order can also be tailored to suit the information you need to review.
Search Work Orders | Recommended search examples
Find unfinalised work orders
This search can be used to identify outstanding work orders by returning records where the status is not finalised.
- Search for or select Search Work Orders.
- From the Restrict To tab, add or select the Status field and set the Condition so the status is not equal to Finalised. Add any further fields of restriction.
- Click Refresh to display the matching work orders.
- Review the results to determine how many work orders are still outstanding.
Find work orders sent to a particular contractor
This search can assist with determining how many work orders have been sent to a contractor.
- Search for or select Search Work Orders.
- From the Restrict To tab, add or select the Creditor Name field, using the condition of Contains to locate the creditor record. Any of the creditor field types may also assist as another field of restriction.
- Click Refresh to display the matching work orders.
- Review the results, or export them if required.
