Importance

Asset area synchronization automates the linking of asset areas to work orders, which enables providers to quickly locate, filter, and manage work orders by asset areas. This capability significantly reduces manual effort and improves the accuracy and efficiency of work order organization, tracking, and completion.


Benefits of Asset Area Synchronization

  1. Automated Filtering and Tracking

    • Service providers can easily filter and view work orders based on asset areas, allowing faster identification of tasks related to specific locations or equipment groups without manual sorting.

  2. Dynamic Updates Across Work Orders

    • Any updates to asset area attributes (e.g., name or color) automatically reflect across all linked work orders, ensuring consistency and minimizing the need for manual updates.

  3. Improved Organization and Visibility

    • By linking asset areas to work orders, service providers gain greater visibility into the location and status of tasks, which facilitates workload management, prioritization, and quicker responses to customer needs.

  4. Enhanced Customer Experience

    • Customers can track work orders by asset areas, which provides them with better insight into ongoing service tasks and improves their experience.


How to Enable "Filter Asset Areas on the Work Orders" Feature

Sign-In to Qualer

  • Navigate to the Qualer login page.
  • Enter your credentials and click "Sign In."

Create or Review your Classification Areas

  1. Click "Administration" from the main menu at the top of the screen.
  2. On the "Administration" page, click "Configuration" in the left bar.
  3. In the Configuration section, select "Classification Areas."
  4. Click the "Add Area Group" button.
    • The selected area group is set to "New"
  5. In the "Area group name" field, enter the name (ex: Academic, GMP, Out of Service, etc.).
  6. Click "Update Area Group.
  7. Click "Add New Area" and enter an "Area Name".
  8. Click "Save" to create the area.
  9. Set additional parameters:
    • Select a color (e.g., yellow) next to "Area group name."
    • Select checkboxes:
      • Enable "Allow assignment to more than one area (treat areas as 'tags' instead of 'folders')."
      • Enable "Display area in the assigned objects."
      • Enable "View/filter asset areas in work orders."
      • Enable "Allow assignments of" for Assets/Client Assets and Service Requests/Work Orders.
  10. Click "Update Area Group" to save the settings.

More information here:  Areas & Classification



Filtering Work Orders by Asset Areas

  1. Access Work Orders Page

    • Navigate to "Service" in the main menu, then select "Work Orders."

  2. Search for Work Orders by Asset Area

    • Please make sure that your asset is assigned to the area to see it here.
    • Use the search bar to enter a specific work order number if needed.
    • In the top blue header, click the "Area" filter and choose the asset area (e.g., (Red)) you want to filter by.
    • This will display only the work orders associated with that area, with area tags shown in the "Order # / Submitted On" column.