The work order board is a visual table in which each column displays a different status of work orders.
Working with the Work Order Board
To view orders in a single column, you can scroll by hovering over the column or using the slider on the right side.
In the work order board, the columns display the created documents according to the status group. For example, the statuses can include New, Processing, In progress, Diagnostic, etc.
Setting up filters:
Configure filters to display work orders based on criteria such as status, vendor, customer, order type, etc.
You can set up filters by going to the general table with orders and performing the following steps:
1. Click on "Filter" and select the necessary combinations for the future filter.
2. Click "Create filter". In the new window that opens, specify the name and parameters for this filter, and then click the "Save" button. You're done!
Read more about setting up filters in the work order table in this article.
1. View work orders:
On the work order board, you see orders in the form of cards arranged in the appropriate columns.
Cards can contain work order information such as work order number, customer, date, amount, and other details.
2. Update work order statuses:
1 option. To change the work order status, press and hold the work order card, then drag it to the desired column. After dragging, the work order status is automatically updated in the system.
2 option. Click on the work order status and select the next one.
3. option. Open the desired document, click on the status and select the one you want to replace it with. Click "Save" to move the work order to the next status.
Edit work order details via the work order board
To edit order details, click on the work order card. A window with full information about the work order will open, where you can make the necessary changes.
Click the Save or Save and Close button. The changes made will be updated in the work order board automatically.
Check the work order board regularly to keep all work orders under control and respond quickly to changes.
Customize the display of the board view for work orders and estimates
In Board view mode, click on Board settings. Here you can select the criterion by which work orders will be displayed.
Status - displays columns with work orders by their status. You can add or remove unnecessary ones.
Technical- displays columns with work orders by technical. The first column will always display orders without a specified technical.
Learn more about working with work orders in this section.