Work Orders and Inspections are displayed in four To-Do List Activities depending on where they are in the Maintenance Work Flow. The Detail Lists for each To-Do List Activity on this tab page is resizable vertically by clicking and dragging the top or bottom edge the data window or the bottom edge of the Property Manager application window. This allows you to see more of the list of Work Orders and Inspections. The columns in each To-Do List Activity are also resizable by clicking and dragging the right vertical edge of the data window.
When in the Maintenance Detail tab container, Context is governed by the Community, Management Company or Maintenance Company that you have selected. Work Orders and Inspections will be listed in each To-Do List Activity for all authorized communities and companies for the user or for the Community, Management Company or Maintenance Company selected in Context. Management and Maintenance Companies are now also included in the Context Bar for Accounts Payable Detail.
Work Orders and Inspections in each of these To-Do List Activities will be limited to those for Communities the user is authorized to see. Communities a user is authorized to see is defined for each employee at the System Administration > Employees tab.
Schedule - The Schedule To-Do List Activity is used to schedule the Work Order or Inspection (defining the Who and When), find current workers for an emergency request, and assign the work order to a vendor or in-house employee.
Dispatch - Once a Work Order or Inspection has been Scheduled, it will be in the Dispatch To-Do List Activity. The Dispatch To-Do List Activity is where the Work Order or Inspection is dispatched to the vendor or in-house employee who is to do the work.
Track Work - Once a Work Order or Inspection has been Dispatched, it will be in the Track Work To-Do List Activity. The Track Work To-Do List Activity is where all dispatched Work Orders and/or Inspections are monitored until they have been completed. Once a Work Order or Inspection is Closed, it drops off the list.
You can print a list of Work Orders and/or Inspections from any of these To-Do List Activities by clicking the Printer Icon .
The Find Work Icon allows you to find specific Work Orders and/or Inspections. Selecting a Work Order or Inspection from the results of your search will bring you to the Work Detail > General Information tab with the Work Order or Inspection in context. You can also Find Work where it resides in the Maintenance To-Do List Activities by searching by its Work Order or Inspection Number.
The To-Do List Filter link will bring up a Filter Work popup that allows you to filter what work is displayed in each of the three To-Do List Activities.
Click on each To-Do List Activity for more information on that activity. A list of tasks available here is provided below.