how to add a item
TRANSCRIPT
How to add a Item
Revised 09/21/2017 1 | P a g e
Adding a item is a three step process. You will locate the Job, create a List and then add the item. The terminology for Job, List and Item may be different in your database but the icons are the same.
STEP 1- LOCATE JOB Option A- Global Search Tool
1. Use the Search tool in the upper right hand of
the screen.
2. Select search option in the first drop down menu
3. Enter the known Job or Contact information in the second box
Option B-View all Jobs
1. Hover over the JOB ICON on the tool bar and select VIEW JOBS
2. Select a PROJECT/ADDRESS from the drop down menu and Select FIND
3. Single Click to highlight a specific Job OR Double Click to open Job record
Locate Job
Create New List
Add Item Details- Area, Category, Sub-Category, Service Requested
Select Vendor
Schedule –for a Review or a Repair
Update status
Send or Print Work Order
How to add a Item
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Job Detail Screen
1. Click ADD LIST at the bottom of the screen.
How to add a Item
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STEP 2- CREATE NEW LIST
After Clicking Add List-
1. Select List Type*REQUIRED
2. Schedule for Review if you want
to add it to an employee’s calendar before creating Items
3. Set the Date/Time/Employee *
Mandatory to select employee if scheduling
4. Adjust employees assigned if needed. *REQUIRED
5. Add a Note and Time Stamp. *optional
6. Click
7. SAVE if you do not want to add
Items. 8. SAVE & ADD ITEMS if you have 1
Item to enter 9. SAVE & QUICK ADD if you have
multiple Items to enter
How to add a Item
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STEP 3 & 4- ADD ITEM DETAILS including VENDOR
FIRST
Area
Category
Sub Category
Option *may not be populated
Determination *may be required depending on employee permissions
Vendor if you have integration this field auto-populates after Category selection is made. You also may change it manually.
NOTE: Some fields will populate/update
automatically when other selections are
made
Submit/Open Date
Due date populates after category is
selected
Item Number populates after
clicking SAVE
Progress Level will update itself if
dates are added to
Review/repair/Competed fields
How to add a Item
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Second
Service Requested
Make a selection from the drop down menu, you may choose more than one. You may also type directly into the text box. This is where specific directions to Vendors should be entered. It is seen on the work order and can be printed on various reports.
STEP 5- SCHEDULE APPOINTMENT
Third
Appointment Dates Review-Internal employee *if need to review before sending to Vendor Repair-Vendor *if scheduling for the Vendor
Fourth
SAVE
STEP 6- UPDATE STATUS Before sending the Work Order Verify all the information is correct.
VERIFY:
Progress Level
Work Order Title
Due Date ADD:
Charges
Pictures
Documents
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STEP 7- SEND WORK ORDER OR PRINT
SEND WO
Send WO- Emails the work order to Vendor as a PDF attachment
Email- Allows you to Send the WO PDF attachment and a template
View of a Work Order PDF