Search Work Orders

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Work Orders can be filtered based on dates, assignee, category, and status to narrow the scope of Work Orders displayed.

Important Note:

Search filters cannot be saved or set as a default.

Instructions

  1. Sign In to SeeClickFix 311 CRM

  2. Click the Work Orders tab

    The Work Orders tab highlighted on the CRM home screen.

  3. Type a Work Order ID or subject title, if knownSearch bar highlighted in the SeeClickFix 311 CRM interface for Work Orders.

  4. Set the filters as necessary
    Filter options for Work Orders in the SeeClickFix 311 CRM interface.

    • Created Date: A range of dates a Work Order was created within

      • Start Date: The earliest Created At date to appear in the search results

      • End Date: The latest Created At date to appear in the search results

    • Due Date: A range of dates a Work Order is due by

      • Start Date: The earliest Due At date to appear in the search results

      • End Date: The latest Due At date to appear in the search results

    • Closed Date: A range of dates a Work Order was closed

      • Start Date: The earliest Closed Date to appear in the search results

      • End Date: The latest Closed Date to appear in the search results

    • Assignee: Display Work Orders assigned to the selected Assignee or Assignees in the search results

    • Category: Display Work Orders  that are a part of the selected Category or Categories in the search results

    • Status: Display Work Orders that are in the To Do status, Done status, or both

    • Clear Filters Button: Resets all filters

  5. The list of Work Orders will update automatically