The procedure to view repair order variations is as follows:
- Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address
1.
- Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon (
).
- Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
- Double-click on the row containing the specific repair request against which works order variations have been applied. The Repair Request window is displayed.
- Click on Orders. The Orders tab is activated and all raised orders are displayed in the List of Work Orders summary table.
- Double-click on the row containing the specific varied works order. The details of the order are displayed.
- Click on Variations. The Variations tab is activated, revealing each individual task variation applied to the works order in the List of Variation summary table 3.
- Double-click on a row matching the variation to be analysed. The Variation Details window is displayed, revealing all information pertinent to the applied variation.
- Click on Close.
Note
1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.
2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.
3 Deleted tasks (where the quantity has been reduced to zero) are classified as a variation and will also be displayed in the summary table.
See related topics...
Repairs order variation management overview
To vary a repair order
To add a repair task
To edit a repair task
To delete a repair task
To create a repair order
To define the user profile
Using the search facility
