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Search the Orders

Content was last updated in 06.22.05-00

The Order Search window, is exactly what the name suggest. A grid of Order search results based on the parameters as provided by you. You can search the order here and open in any interface (Planning Order/ Whiteboard/Graphical Scheduling) for planning and more..

Figure 1.0: Order search window

  1. Sort By: The search window gives you the option to 'Sort' the results in both ascending/ descending order based a list of parameters (of which only one can be selected at a time).

  2. View By: view the records based on the 'Labor Orders' or by 'Service Orders'.

  3. Order records: Displays the Order list created in R2. For each of the order, a 'Quick View'  icon is provided to view the order details.

  4. Graphical Scheduling: View all the Orders along with their labor assignments in a calendar like structure.

  5. Planning: View the Order along with their labor assignments in a tabular-grid format. You can edit the Order details if required.

  6. Planning New Tab: Opens the Order along with their labor assignments in a tabular-grid format in a new tab.

  7. Whiteboard: View all the Orders along with their labor assignments in a dashboard format.

  8. Timesheet: View the Timesheet details. If Timesheet is not created, system lets you to create one.

  9. Ratings: Ratings can be provided for the resources added on the order.

  10. Export Timesheet: To download the Timesheet in excel format.

  11. Communicate: To communicate with the resources added to the selected order.

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