The Icon Bar
Icon | Description |
![]() | Create New Service Work Order icon. |
![]() | Print icon to Print the Work Order. |
![]() | Search icon to find a specific Work order. |
![]() | Select an Item required for Service. |
![]() | Select a Labor Personel to do Service |
![]() | Select a Service Package. |
![]() | Select a Service Group. |
Generate Needs Service. | |
![]() | Select a Quick Service Type. More.. |
![]() | Suspend an On-going Service. |
![]() | Resume a service, which is in Suspended stage. |
![]() | View Invoicing History for service tickets. |
![]() | Re-Open a closed Service Ticket. This button is disabled until the SWO is closed/invoiced. |
User Views
The User view feature on this window is consistent across R2 and works in the default way.
Almost 90% of Core screens in R2, have a feature to customize the screen view.
The view can be customized either 'Only' for the logged-in user or for any user in general.
One user can have multiple user view's configured. And one of these pre-configured views can be tagged as 'Default'.
Filter by 'SWO Assignee'
Search for the name of person in the 'Assigned To' field, and then select either or both 'Cancelled' and 'Completed' type of SWO.
Filter by 'SWO Site'
Use the Site dropdown and/or Site search field to select the site filter.
SWO Search
Searching for records is done through a standard search dialog. The search dialog functions the same regardless of record type. However, you will be able to search and sort by fields specific to the type of record you are working with.
The Search dialog contains two areas labeled Search and Sort By. You will use the fields, buttons and icons within these areas to configure your search.
The Search determines what record field and what part of that field you are searching. This is also where you will enter the characters you are searching for and tell R2 to perform your search. The Advanced window lets you narrow your search and use multiple search Criteria. The Sort By area lets you choose the display format for your search results.