Is there a way to filter the Schedule Screen sowe see only a single Workorder and itsscheduled tasks?
With allthe other workorders’ tasks displaying in the Schedule Screen it can become a tedious process hovering over tasks trying to locate only the tasks for aparticular workorder.
Weentered a project-type workorder that has a total of 31 tasks. Twice now, and I anticipate more, we have had to rescheduletasks to accommodate the customer’s changing schedule. We had to askthe customer to "please hold"while we didthe hover-search. In both instances weended up having to call them back due to the amount of time it was taking to find the scheduled tasks.
If we could filter the screen to only showa singleworkorder’s tasks it would makefinding and movingthe scheduledtasks quick and easy.
The Schedule screen displays workorder items for scheduled users - and when hovering, additional information as edited in the Global Settings screen to display when hovering such as
Service Workorder #
Unit Model Category
Color of Workorder item status
Customer Contact Name
Customer Reference #
Internal Reference #
Service Start Date & TIme
Service Stop Date & Time
Priority Flag color
Tasks selected in a workorder item for the scheduled user are not a selectable option to display, so I’m assuming here that you must mean another field listed above you are looking for when you hover.
If you have a lot of workorder items for that client on that day they are re-scheduling for, and finding you are hovering on a number of workorder items finding that specific workorder item, a suggestion would be to useinsteadthe Service navigation grids to filter to display only workorders for that client that are not yet completed, along with the date rangethey are rescheduling for if again a lot of workorder items for that client, together with the workorder item summary to quickly identify which workorder needs to be edited.