Work Orders

  • Work Orders Overview

    What is a work order? A work order is created automatically by the system whenever a service order or registration order is created. The work order...

  • Work Orders Screen

    The Work Orders screen shows all work orders across events and service orders. The Work Orders screen is often used to view all the upcoming work o...

  • Work Order Items Screen

    The Work Order Items screen shows a line for each work order item across all events and all service orders. The Work Order Items screen is often us...

  • Work Order Item Actuals

    Actuals are created when a work order item or an entire work order is completed. You can have actuals that are the same amount as the ordered units...

  • Add Items to a Work Order

    Once you create a service order, the software automatically creates work orders for each department. However, at the time of the event, you may pro...

  • Complete Work Orders and Work Order Items

    Before you can close a service order, you have to complete (close) the work orders for the service order.  A completed work order indicates that th...

  • Open a Completed Work Order or Work Order Item

    If you have completed a work order before adding or updating all the items, you can re-open it as long as a final invoice is not created. To open a...

  • Work Order Attachments

    You can append documents to the work order reports so your setup teams can see room layouts or other important details. For example, you can attach...

  • Rush a Work Order

    For time sensitive work orders that you need to complete quickly, you can use the Rush option. For example, when there is a last minute change to a...

  • Issue a Work Order vs. Print a Work Order

    Printing a work order and issuing a work order are very similar processes; both result in printing the work order. However, when you select the Iss...