When referring to the different accordions, please use this picture:
The user can add, edit, or delete tasks under the tasks accordion
To Add a Task:
1. Click Tasks on the left hand side to open
2. Click Add Tasks for a New record or the blue plus if a record exists
The Tasks Detail window will appear
3. Enter the details of the task
NOTE: The "order" only allows a certain number of characters, so keep it brief, while the "description" allows many more, so make that specific
4. Click Save to add the New task
Optional - Charge Type, Charge To:
1. Select a Charge Type from the Charge Type dropdown list
2. Click the search icon
3. Click Update to add the New task
Edit an existing Task:
1. Click Tasks to open
2. Click Pencil
3. Edit any field that is not shaded in gray
4. Click Save to Save your changes
Delete a Task:
1. Click Tasks to open
2. Click Trash to the right of the Task to delete
3. A message will be displayed Are you sure you want to delete this?
4. Click yes to delete the Task or Click no to cancel the deletion
Completing a Task:
Click Tasks to open
Check the checkbox next to the tasks
Click Complete
Click OK
Canceling a Task:
Click Tasks to open
Check the checkbox next to the tasks
Click Cancel
Select a Reason from the dropdown menu
Click OK
Click OK
If you cancel Tasks, uncheck Complete All Tasks on the Work Order Tab before adding duration and completing the Work Order
Attachments (please refer to the previous photos for any guidance as they are very similar)
To Add:
1. Click Add
2. Click in the Subject field to enter the Subject of the Attachment
3. Click the Choose file button to Browse for the location of the Attachment
4. A browse window will open for you to locate your Attachment
5. Click on the Attachment, the file name will appear in the File name box on the browse window
6. Click the Open button on the browse window
7. The browse window will close and the Attachment file name will appear in the File Name field
8. Click the Add button
9. A message will be displayed, The file is being uploaded
10. After the file is uploaded a message will be displayed, The file is uploaded successfully
11. Click OK
To Delete:
1. Click on Trash to the Right of the Attachment to Delete
2. A message will be displayed - Are you sure you want to delete this?
3. Click yes to delete the record or Click no to cancel the deletion
Click Estimating to open the Estimating accordion (again, please refer to the previous photos for any guidance)
The user can add, edit, or delete parts under the Parts tab
To Add:
1. Click on the Part Tab
2. Click Add for a New record or Plus if a record exist
The Add Part Entry window will appear
3. Click the search icon to select a stock part
4. Enter the quantity in the Quantity field
5. Click Save
To Edit a quantity:
1. Click on the Part Tab
2. Click Pencil
The Edit window will appear
3. Enter the new quantity in the Quantity field
4. Click Save
To Delete a Stock part:
1. Click on the Part Tab
2. Click Trash to the right of the part to delete
3. A message will be displayed - Are you sure you want to delete this?
4. Click yes to delete the part or Click no to cancel the deletion
To return a part to inventory:
Check the checkboxes next to the Part to return
Click Return
The Purchased Tab displays Non-Stock items that have been ordered from a purchase order and their statuses
The user can add, edit, and delete labor records
To Add:
1. Click on the Labor Tab
2. Click Add for a New record or Plus if a record exist
The Labor Entry window will appear
3. Click on the dropdown list to select a Craft
4. Enter the number of Craft persons required in the Quantity field
5. Enter the Duration for the Job in the Duration field
6. Click Save
To Edit:
1. Click on the Labor Tab
2. Click Pencil
The Edit window will appear
3. Enter the new Craft, Quantity or Duration
4. Click Save
To Delete a Labor record:
1. Click on the Labor Tab
2. Click Trash to the right of the record to delete
3. A message will be displayed - Are you sure you want to delete this?
4. Click yes to delete the record or Click no to cancel the deletion
The user can add, edit, or delete other cost entries associated with the work order under the Other Tab
To Add:
Click on the Other Tab
Click Add for a New record or Plus if a record exist
The Other Entry window will appear
Click on the Source dropdown list to select either an Internal or External Source
Click on the Vendor dropdown list to select a Vendor
Click in the Description field and enter a Description of the cost
Click on the Unit Cost field to enter the Unit Cost
Click in the Quantity field and enter the Quantity
Click Save
To Edit an Other record:
1. Click on the Other Tab
2. Click Edit
The Edit window will appear
3. Enter the new Source, Vendor, Description, Unit Cost, and Quantity
4. Click Save
To Delete an Other record:
1. Click on the Other Tab
2. Click Trash to the right of the record to delete
3. A message will be displayed - Are you sure you want to delete this?
4. Click yes to delete the record or Click no to cancel the deletion
Actuals Tab (please refer to the previous photos for any guidance)
The user can view stock parts issued or returned and non-stock parts received on the work order
The user can add, edit, and delete labor entries under the labor tab
To Add:
1. Click on the Labor Tab
2. Click Add for a New record or Plus if a record exist
The Labor Entry window will appear
3. Click on the dropdown list to select a Craft
4. Enter the number of Craft persons required in the Quantity field
5. Enter the Duration for the Job in the Duration field
6. Click Save
To Edit Labor record:
1. Click on the Labor Tab
2. Click Pencil
The Edit window will appear
3. Enter the new Craft, Quantity or Duration
4. Click Save
To Delete a Labor record:
1. Click on the Labor Tab
2. Click Trash to the right of the record to delete
3. A message will be displayed - Are you sure you want to delete this?
4. Click yes to delete the record or Click no to cancel the deletion
The user can add, edit, or delete other cost entries associated with the work order under the Other Tab
To Add:
1. Click on the Other Tab
2. Click Add for a New record or Plus if a record exist
The Other Entry window will appear
3. Click in the Description field and enter a Description of the cost
4. Click in the Quantity field and enter the Quantity
5. Click on the Source dropdown list to select either an Internal or External Source
6. Click on the Unit Cost field to enter the Unit cost
7. Click on the Vendor dropdown list to select a vendor
8. Click Save
To Edit an Other record:
1. Click on the Other Tab
2. Click Pencil
The Edit window will appear
3. Enter the new Description, Quantity, Source, Unit Cost or Vendor
4. Click Save
To Delete an Other record:
1. Click on the Other Tab
2. Click Trash to the right of the record to delete
3. A message will be displayed - Are you sure you want to delete this?
4. Click yes to delete the record or Click no to cancel the deletion
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