To access the Quick Work Orders module, click on the hamburger menu in the top left of the HEMS One window (1). Then select the Activities menu (2) and the Quick Work Orders submenu (3).
The Quick Work Order module has three sections, the Search section at the top, the Search Results and Selected Work Orders section in the middle and the Edit section on the bottom. To expand the Search options, click on the Search bar.
To search for work orders (WOs) enter data into the search criteria fields and click on the Search button in the far right of the Search section.
WOs matching the search criteria will appear in the Search Result grid.
The caret buttons to the left of the search results can be used to expand a work order to see the Request and Action Text.
To move WOs from the Search Results grid to the Selected Work Orders grid, use the plus button in the Action column to select one WO at a time.
To move all the Search Result WOs to the Selected Work Orders grid, use the double right caret button in the middle of the two grids. To remove all the Selected Work Orders from the Selected Work Orders grid, use the double left caret button.
Once WOs have been selected, check the “Preserve selected work order after Apply” box to retain the selected work orders in the Selected Work Orders grid after the update is applied.
To expand the Edit section of Quick WOs, click on the Edit bar.
Use the available Edit fields to make updates to the selected work orders. Clicking the Apply button in the lower right will apply the updates to the selected work orders.