Service orders

In addition to the search and sort functions, other tools, like the Column Chooser and Filter Builder, help you navigate the lists and find just what you need. Use these individually or in combination. And don't forget you can sort the column headers too.

The search, sort, filter, and column chooser are tailored for each module or tab. All features may not be available.

Click to display the order list in full screen. This increases the number of orders displayed. Work in full-screen mode as you do in normal mode. Create and manage orders, expand and collapse side panels, and access inline training and help.

Adding attachments to orders while in full-screen mode, closes the full screen.

Click or Esc key to exit full screen

Click in the left sidebar to collapse the menu. The menu icons remain visible. Hover over the icon to display its label.

Click in the left sidebar to expand the menu.

The Operations and Configuration modules expand to clearly display all columns. Use the horizontal scroll bar at the bottom to navigate.

If the current module view is customized, the horizontal scroll bar is inactive. To activate the horizontal scrolling feature:

1. Click .

2. Select Reset Columns. The horizontal scroll bar displays at the bottom of the page.

This is available in any Operations or Configuration modules, but not required. Only implement where you want.

Click to view the most current information.

In the Search box, enter a keyword, full or partial, and then click . Some search lists have an arrow to the left of the Search box. Use to further narrow the search.

Click any column header to sort the values in that column in ascending or descending order.

Customize your view

The column chooser helps you customize your view by adding or removing columns. Have just the information you need.

1. Click and select Column Chooser. The Column Chooser menu displays.

2. Remove columns. Click a column header, drag it to the Column Chooser menu, and release. Continue until you have customized the view the way you want it.

3. Add columns. Click a column header in the Column Chooser and drag the column where you want it located. Release.

Action Time column is available only for deferred orders in the Pending Oders, Guest Orders and All Orders.

4. Click X to close the Column Chooser menu.

Reset view

When you want to reset the columns to their original state, do the following:

1. Click and select Reset Columns.

2. Click to confirm.

Click the Column Chooser and a dashed rectangle displays above the list headers with instructions to 'Drag the column header to group by that column'. When you drag a column header, the grouped entries display collapsed and in ascending order.

1. Click to expand the selected column .

2. Click to collapse the selected column.

Click to download the list to an Excel spreadsheet.

• Each list view has its own filters. Use the filters to select and customize to focus on a specific group of data, such as a specific order type, status, location, and so forth. Don't be afraid to explore your options. You won't break anything.

1. Click to open.
2. Click a filter.
3. Select parameters.
4. Repeat steps 2 and 3 as appropriate.
5. When you're done, click and the list is immediately updated based on the selected filters.

6. Click to remove filters.

1. Select the check box to the left of any item or items in the list.
2. Use the options at the bottom of the page to bulk-edit the selected items.

3. Click to see all of your options.

   Select an action:

   

4. Enter information as it applies to the selection you've made.

5. Click to confirm.