Duplicate Work Orders

Would you be interested in duplicating your Work Orders, to save time and re-typing?

If so, it’s as simple as the click of a button.

Locate the Work Order you wish to duplicate, and click View to open it:

Next, click the Duplicate Button:

You will see in the Status field, it will say:Β  “Duplicate of _ _ _ _”.

You can change the wording in the Status field to Indicate whatever Status your Work Order is in, such as:Β  “New, Open, In Progress or Complete”.Β  You can type anything you like into the Status field:

*Please note:Β  at this time, if you have Parts Inventory turned ON, the duplication process will NOT copy any Parts over to the duplicated form.Β  Parts will need to be added to the duplicated Work Order, by hand:

However, if you have Parts Inventory turned OFF, the Parts WILL copy over to the duplicated form:

Give the Duplicate function a try, and let us know what you think.Β  We appreciate your feedback.

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Have more questions? Need help? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday, Sunday & IA Seminars: Β The office isΒ Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.

 

Selective Discrepancy Printing

Selective Discrepancy Printing

Are there instances where you need to print only certain Discrepancies from within your Work Order?

If so, there is the option to do so, in a fairly simple way.

First, open the Work Order you want to print the discrepancies from.

Click the orange “Select Discrepancies” button:

Next, check off each line that you would like to print:

Click the “Print” or “Print w/ Hours Fields” button to preview the document:

You will see that only the Discrepancies that you selected appear in the document:

From here, you can use your Browser’s Print function, Save or Download the PDF to your computer.

*Some browsers, such as FireFox, will automatically download the PDF to your computer.

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Perhaps you’d like to convert just a few Corrective Actions over to a Logbook Record, or to an Invoice?

Click the orange “Select Discrepancies” button.

Next, check off each line that you would like to print:

Click the “Convert to LSSR” or “Convert to Invoice” buttons.

This will move the Corrective Actions into the Logbook Entry, or the Invoice.

RELATED ARTICLES:

Sorting Discrepancies within a Work Order

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Have more questions? Need help? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday, Sunday & IA Seminars: Β The office isΒ Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.

Sorting Discrepancies within a Work Order

Would you like your Work Orders Discrepancies to sort in a way that keeps them in order?

Now you can, in just a few simple steps.Β  It’s easy, here’s how:

1. Locate and click View to open the Work Order you want to change.

2. Click the Change Discrepancy Display Order button:

3.Β  At the left, type the numbers in the order you would like the Discrepancies to appear.Β  Click Save, then click the Return to Work Order button:

You will then see each discrepancy line in the order you assigned.

It’s easy to change again, just click the Change Discrepancy Display Order button again and re-sort to your liking.

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Before our built-in sort order became available, we did have some Customer self-created sort order suggestions that work quite well:

If you precede your text with a number,

NUMERIC, two digits, such as:

01.Β  Discrepancy 1 description here

02.Β  Discrepancy 2 description here

03.Β  Discrepancy 3 description here

and so on.

Or ALPHA NUMERIC, two digits, such as:

01a.Β  Discrepancy 1a description here

01b.Β  Discrepancy 1b description here

02a.Β  Discrepancy 2a description here

02b. Discrepancy 2b description here

and so on.

Feel free to experiment and name each line as you’d like.

RELATED ARTICLES:

Select Discrepancies for Print, or Conversion to Logbook Entry or Invoice

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Have more questions? Need help? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday, Sunday & IA Seminars: Β The office isΒ Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.