Work Items
The Work Items page allows vendors to view individual items from multiple orders in one table, providing greater visibility and efficiency.
Key Features
Viewing Individual Work Items
- Navigate to the Service tab and select Work Items.
- The table displays all items assigned to orders, viewable without clicking into each order.
Accessing Orders from Work Items
- Click the Order Number in the "Order / Client" column to access the order containing the item.
Expanded Results Column
- Displays results from all outsourced orders linked to the item.
- Includes the name of the outsourced vendor for better visibility.
Filters Available
Outsourced / Open
- Displays all work items still not completed by subcontractors.
Outsourced / Ready
- Displays all work items completed by subcontractors but where the main order is not completed yet.
Bulk-Change Work Status
- Steps to Bulk-Change Work Status
- Select work items using the green checkmark.
- Click Bulk-Change Work Status in the toolbox on the right.
- Choose the desired status from the available options in the pop-up window.
Bulk Assign Technicians to Work Items
- Steps to Bulk Assign Technicians
- Review the list of unassigned work items.
- Click Bulk-Assign Technician in the toolbox.
- In the "Select Employee" pop-up window:
- Find the desired employee.
- Click Select Employee to assign them the selected work items.
