Overview
The "View/filter asset areas in work orders" setting enables automatic synchronization between asset areas and work orders. This feature eliminates manual area assignment to work orders by automatically inheriting areas from associated assets.
Benefits
- Simplified Workflow: Reduces manual data entry by automatically transferring asset area classifications to work orders
- Improved Filtering: Enables work order filtering by asset location or purpose
- Better Organization: Enhances visibility into task location and status for improved workload management
How to Enable This Feature
1. Access Classification Areas
- Navigate to "Administration" in the main menu
- Click "Configuration" in the left sidebar
- Select "Classification Areas"
2. Configure Area Settings
- Create or edit an Area Group
- Add necessary areas with appropriate names
- In the settings, enable the checkbox "View/filter asset areas in work orders"
- Ensure "Allow assignments of Assets, Client Assets, Service Requests, Work Orders" is enabled
- Click "Update Area Group" to save
More information here: Areas & Classification
Using Asset Area Filters in Work Orders
1. Access Work Orders
- Navigate to "Service" > "Work Orders"
2. Filter by Asset Area
- Click the "Area" filter
- Select the desired asset area
- Results will display only work orders associated with assets that are assigned to that area
- Area tags appear in the "Order # / Submitted On" column
Important Notes
- Assets must be assigned to an area for the work order filtering to function properly