Access Work Orders from the Service Manger Dashboard
Use the Service Manager Dashboard to search for and access work orders and create and reassign trips.
- Select Field Service > Service Manager Dashboard.
- Select a trip date range using the From Trip Date and To Trip Date fields.
- Select a Company from the drop-down.
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Use the fields in the dashboard header to search
or filter for work orders as follows:
- Use the Search box to search for a work order by customer name.
- Filter your search by Service Center, Customer name, Service Site, Call Type, Work Scopes, or Technicians.
Note: You can filter by Service Site without first selecting a customer. If you select a customer who does not have service sites, the Service Site filter will not be available. - To include closed work orders in your search, select the Include Closed Work Orders check box.
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Select the Apply Search Filters button to refresh the
dashboard each time you make new filter selections or enter a new search
term.
Note: You must select a Company in order for the Apply Search Filters button to be available.
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In the list of work orders that displays:
- Tap a work order description to open that work order on the Work Order Dashboard.
- Tap the Trips button to the right of a work order line to add a new service trip to the work order or edit the technician, description, or notes for an existing trip. See Manage Service Trips from the Service Manager Dashboard for details.
Note: To reassign trips, users must be part of the employee group assigned to the portal setting User Group to allow adding and editing of work order header information located under Admin > Portal Settings > Field Service > General Configuration.
