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Orders/Troubles/Tasks

You can view all orders, trouble tickets, and/or tasks related to the account; this includes those that are active, closed, on hold or past due. 

Viewing Orders

Within an account, click on the Order/Troubles and Tasks button within the Show ribbon group. The window changes to displays two panes of information, the top pane displays the orders, the lower pane displays the troubles. The list of the active orders populates in the upper pane.

To view a list of the closed order, click on the option button next to the Closed. The window changes to display a list of closed order related to the account.

To view a list of the orders On Hold, click on the option button next to the On Hold. The window changes to display a list of held order related to the account.

To view a list of all orders; active, closed, held, and past due, click on the option button next to All. The window changes to display a list of every order related to the account.

To view a list of the order that are past due, click on the option button next to the Past Due. The window changes to display a list of orders that are past the due date based on the Days to Complete field within the Work Flow Setup.

You can search for an order by typing a search parameter within the textbox in the upper right hand corner of the pane and click on the magnifying glass. 

Viewing Tasks

Within the account, click on the Order/Troubles and Tasks button within the Show ribbon group, within the lower portion of the Orders pane, click on the Tasks tab. The list of the open tasks populates in the upper pane.

To view a list of the closed tasks, click on the option button next to the Closed. The window changes to display a list of closed tasks related to the account.

To view a list of all task; active, closed, held, and past due, click on the option button next to All. The window changes to display a list of every task related to the account.

To view a list of the tasks that are past due, click on the option button next to the Past Due. The window changes to display a list of tasks that are past the due date based on the Days to Complete field within the Work Flow Setup.

You can search for a task by typing a search parameter within the textbox in the upper right hand corner of the pane and click on the magnifying glass. 

Viewing Troubles

Within an account, click on the Order/Troubles and Tasks button within the Show ribbon group. The window changes to displays two panes of information, the top pane displays the orders, the lower pane displays the troubles. The list of the active troubles populates in the lower pane.

To view a list of the closed troubles, click on the option button next to the Closed. The window changes to display a list of closed trouble tickets related to the account.

To view a list of the troubles On Hold, click on the option button next to the On Hold. The window changes to display a list of held trouble tickets related to the account.

To view a list of all troubles; active, closed, held, and past due, click on the option button next to All. The window changes to display a list of every trouble ticket related to the account.

To view a list of the troubles that are past due, click on the option button next to the Past Due. The window changes to display a list of trouble tickets that are past the due date based on the Days to Complete field within the Work Flow Setup.

You can search for a task by typing a search parameter within the textbox in the upper right hand corner of the pane and click on the magnifying glass. 

 

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