Revised: 04/19/2017
Go to Reports>>Outstanding Work Orders
This program will generate a report which pulls from the Work Order Master file (Activities>>Work Order Entry).
The report will include information based on the following work order criteria:
The Work Order Date Completed is blank
The report does not include work orders that are voided
The Work Order Date Requested is less than or equal to the Through Date Requested that is entered
The Work Order is Assigned To Internal, Contractor or Both
The report will also include or exclude information based on the Area or Area/Community and Categories that are selected.
The report may run slower than normal.
At the top of the view are report options such as Print and Email.
Note:
The Area/Community selection option is not shown if this module is used with Utility Billing.
Enter or select an Area for the report. This field may be left blank to generate a report that includes all areas and their communities.
The name of the selected Area will be displayed.
Enter or select a Community for the report or leave this field blank.
A Community cannot be selected if the Area field is left blank.
The name of the selected Community will be displayed.
The report program defaults to all categories selected. Clicking in a checked box will remove the checkmark and unselect it. Clicking the same box again will insert the checkmark again.
Clicking the "Select All" button will select every category.
Click the "Unselect All" button to remove all the checkmarks.
Select an employee to restrict the outstanding work orders to those associated with the selected employee or leave blank for all.
An employee may be associated with a work order in Work Order Entry on the Main tab under General information.
This field defaults to the current date. Enter or select a different date for the report, if applicable.
Place the selecting "dot" in one of the circles to have the report sorted by one of the following options:
Unit
Work Order Number
Requested
The options section is only available in Maintenance Management when the module is used for housing.
Place a checkmark in the box if the report should include the second address line.
When the box is checked, a Community will print with the disclaimer No Outstanding Work Orders when it has no open work orders at the time the report is printed.
Place a checkmark in the box if the report should not insert a page break after each community included on the report.
Select one of the following options to only include work orders that have been assigned to one of the following:
Assigned to Both
Assigned to Internal
Assigned to Contractor
If a default printer has been setup, the printer information will be displayed at the bottom of the view.
The reporting options are at the top of the view.
Press Preview to generate the report and open on screen. The previewed report can be saved, printed, or emailed from within the previewed document.
Press Print to send the report directly to a printer that has been setup or used within the module. If a printer has not been previously used or setup, the Print Setup dialog box will open. Select a printer and press OK to print the report.
Press Print with Setup to open a Print dialog box. Select a printer and press print.
Press Email to open an Untitled Message (HTML) dialog. The report will be attached as a pdf document. Select the email recipient, enter a subject, enter a message and press Send.
Press Export and select PDF. This will open a dialog box. Select a Save in folder option and press Save. You can rename the report if applicable.
Press Clear Selections to remove the Area and Community selections that are displayed. The Category selections and Date will not be removed.
When the report view has been linked to the help topic for the view, pressing this button will open the topic for the user to review. Pressing F1 will also open the report topic.
The button will not be displayed if the help topic has not been linked.