Work Orders

Table of contents

• Step 1 - Opening the Work Orders window
  • Step 2 - Select/create a Work Order or Todo
  • Step 3 - Editing the fields
  • Step 4 - Saving/Cancelling or Printing

Step 1 - Opening the Work Orders window

• From the Main Menu select the Work Orders function

Step 2 - Select/create a Work Order or Todo

• To create a work order/todo, click on the Add New button, then select either New Work Order or New Todo.

• If there are existing work orders, you will see them in the screen and it will look like this:

To view an existing work order/todo, click on it to highlight it, and then click the View button. You can also double-click it.

Step 3 - Editing the fields

You may edit any of the fields on this page, by typing in the information or by using the drop-down boxes, as appropriate.

Name	Brief Description	Other information	How to assign
Date Reported	Date that the problem was reported to management		Select from drop-down box calendar.
Date Assigned	Date that management assigned the Work Order/Todo		Select from drop-down box calendar.
Target/Due Date	The expected completion date		Select from drop-down box calendar.
Date Completed	The actual completion date		First check the checkbox, then select date from drop-down box calendar.
Work Order Number	You may assign your own number to a Work Order.		Uncheck the 'Adv. to next' box, then type. By keeping it checked, Rent Magic will assign the number automatically
Repeat	Repeat this task more than once	If selected, two more tabs will be created	Click on the 'Basic' tab to fill in the variables. See Memorized Transactions.
Building, Unit	The building and unit respectively.	If a unit is selected, then the Primary Tenant Info will be shown in the upper right.	Select first building then unit, from the drop-down boxes.
Priority			- Select from the drop-down box.
% Complete	Estimated percent completion of the Work Order/Todo.	The default is 0. You can update this field at any time.	Click within the box, then type.
Contact	You may assign this work order to a Contact? or a Vendor.	Vendors and Contacts must be previously defined. After selection, the selection's information will be shown.	Select from the drop-down box.
Job	A Work Order may be assigned to a previously created job or you can create a new one by typing in a new job.	See Jobs for further information	Select from the drop-down box.
Comments	Any comments you wish to add; for example, a description of the work to be done	Text may be added at any time to the comments field.	Click within the box, then type.
Appliances	If the Work Order/Todo involves appliances click on Appliances. Various appliances may then be removed, added, moved, or repaired.	See Appliances for more details

Step 4 - Saving/Cancelling or Printing

• To print the edited work order, click on the Print Work Order button.
• Press OK to save your changes, or Cancel to discard them.

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