Understanding the Work Orders Page

This section is where users create and track the progress of a chassis' work order. Once a work order is submitted, it is reviewed and either approved, denied, or sent back for changes. A bill is created once a work order is finalized.

Work Order Table

Column	Description
Number	Unique number to identify each work order.
Chassis	The chassis related to the work order. This chassis is attached to a previous work order for the same repair.
Shop	The shop that did the repairs.
Repaired	The date the repairs were completed on.
Status	Draft- work order being input and not yet ready for review. Submitted- work order is ready for review. This work order had changes requested prior. Approved- work order has been approved for payment. Change Requested- changes have been requested prior to approval. Finalized- work order can no longer be altered and is ready to be paid. Paid- vendor has been paid for work. Rejected- entire work order has been rejected.
Payment	The payment id to match with bank account.
Items	The number of items on the chassis that need to be repaired.
Mechanic	The name or identification number of the mechanic handling the work order.
Hours	The amount of time it took to complete the entire work order. The repairs took longer than the tariff says it should.
Created	The date the work order was created.
Approved	The date the work order was approved.
Labor	The total cost of the labor for the work order.
Material	The cost of all the materials needed for the work order. The materials cost more than the tariff says it should.
Tax	The tax cost for the work order.
Total	The full price of the work order, including labor, materials, and tax.
Site	The repair location.
Reference #	The number connecting a work order with shop details.
Voucher	The identification number for the repair's bill. Voucher numbers only appear after the work order is finalized.

Filtering the Work Order Table

Users can reduce the content to show only what is needed at the time by using the filter options. There are five different ways to filter the table.

Types	How to use	How to remove
	Allows users to look up specific items such as a work order number, chassis, payment, mechanic, reference #, and voucher.	Select the X to the right of the filter.
	Filters based on what shop is performing the repairs. Users can select more than one option.	click on the option again to remove.
	Filters based on the status of the order. Users can select more than one option.	click on the option again to remove.
	Shows any order that has taken place before or on selected date. There are two ways to enter a date: Select the "From" text and type a date. Select the icon and select a date from calendar	Select the date and erase.
	Shows any order that has taken place on selected date or after. There are two ways to enter a date: Select the "From" text and type a date. Select the icon and select a date from calendar	Select the date and erase.

To remove all options inside one multi-select filter, select the button at the top left corner of each filter.

To remove all filters at one time select Clear located on the right side of the filters section.

Hide Filters

If you want to hide the filter section, select the icon at the top left of the screen next to the search section.

To learn how to navigate the data table click here.