Home

  
 
 

Search Knowledge Base


Knowledge Base Web View
Total Records: 2626
ID Title Type Of Article
3921 
Hey Lexi, What is a Shadow ONE Server? Support
3920 
Hey Lexi, What is a Shadow ONE Server? Support
3919 
Hey Lexi, What is a Shadow ONE Server? Support
3918 
Hey Lexi, What is a Shadow ONE Server? Support
3917 
Hey Lexi, What is a Shadow ONE Server? Support
3916 
Hey Lexi, What is a Shadow ONE Server? Support
3915 
Hey Lexi, What is a Shadow ONE Server? Support
3914 
Hey Lexi, What is a Shadow ONE Server? Support
3913 
Hey Lexi, What is a Shadow ONE Server? Support
3912 
Hey Lexi, What is a Shadow ONE Server? Support
3911 
Hey Lexi, What is a Shadow ONE Server? Support
3910 
Hey Lexi, What is a Shadow ONE Server? Support
3909 
Hey Lexi, What is a Shadow ONE Server? Support
3908 
Hey Lexi, What is a Shadow ONE Server? Support
3907 
Hey Lexi, What is a Shadow ONE Server? Support
3906 
Hey Lexi, What is a Shadow ONE Server? Support
3905 
Hey Lexi, What is a Shadow ONE Server? Support
3904 
Hey Lexi, What is a Shadow ONE Server? Support
3903 
Hey Lexi, What is a Shadow ONE Server? Support
3902 
Hey Lexi, What is a Shadow ONE Server? Support
3901 
Hey Lexi, What is a Shadow ONE Server? Support
3900 
Hey Lexi, What is a Shadow ONE Server? Support
3899 
Hey Lexi, What is a Shadow ONE Server? Support
3898 
Hey Lexi, What is a Shadow ONE Server? Support
3897 
Hey Lexi, What is a Shadow ONE Server? Support
Add New  Records per page  5 of 106   
Engage Knowledge Base Web View         How To          Print
Title Work Order Task Details Updates to Main Work Order      
Resolution
Work Order Task Details - Auto Updates to Main Work Order
    1. When you Update the Task Status in the Task Details Window
    2. If the "Update Work Order Status with Task Status Box is Checked
        1. The Work Order Status will be updated to the Task Status (Unless it's closed, to Close a Work Order it has to be done from the main Work Order)
    3. This will also post an update to the Work Done Field as "Entry Date: 11/6/2023 Current Task Status: Work Completed"
 
In addition, to speed up the Data Entry Process there is a button to click which will copy the "Scope of Work" to the "Work Done" field.  
Then the technician just needs to update "Work Done" with the specific info. It just provides a head start to Data Entry.
 
And Also . next to the Work Done Field there is a Button to "Post Task Details and Work Done to Update the Work Order"
This Button copies several data fields to the main Work Order.  
    1. It copies the Work Done to the Work Description Summary on the main work order.
        1. This field is used when a Work Order is turned into an Invoice to copy a summary of the work order to the Invoice
    2. Date of Task Service is copied to Date Expected
    3. Time In is copied to Expected Date
    4. Assigned To is copied to Work Done By
    5. Date of Service is copied to Service Date
    6. Task Status is copied to WO Status
 
Vendor Engagement Software, LLC
Web Link
Date Entered 11/18/2023
You Tube Link
Type Of Article How To
Article ID 1381


  Copyright    Lietz Development, Inc. 1996. All Rights Reserved.