The Work Order List

An overview of the Work Order List page in Texada Web.

Quick Reference

  • A Work Order is a document indicating that an Asset requires servicing, either for repairs or routine maintenance. 
  • The Work Order List is one of two places in Texada Web where existing Work Orders can be viewed, the other being the Work Order Map.
  • To reach the Work Order List, navigate to Work OrdersList in the left side menu.
  • Tips for navigating the Work Order List:
    • Use the controls at the top of the page to search, sort, and filter the list of Work Orders.
    • Click on a Work Order to open its details; see “View and Edit a Work Order in Texada Web” for more information. 
    • Right-click a Work Order to access additional options, including opening its details in a new browser tab, opening the details of the Asset on the Work Order, or copying the contents of a cell to the clipboard.

Introduction

A Work Order is a document indicating that an Asset requires servicing, either for repairs or routine maintenance. Work Orders can be created in Texada SRM, Web, and Mobile, and are assigned to Mechanics for completion.

Existing Work Orders can be viewed in two different places in Texada Web, via the Work Order List or the Work Order Map. The following article describes the functionality of the Work Order List.

To reach the Work Order List, navigate to Work OrdersList in the left side menu.

The Work Order List

Work Order List NUMBERED NO SIDEBAR

  1. Mechanic Select
    Use this to filter displayed Work Orders by their assigned Mechanic. Click on the drop-down to open the list of Mechanics, then click on each name to toggle Work Orders for that Mechanic on or off. Once one or more names are selected, click the ‘X’ next to each name to remove it from the filter. Click ‘Clear Selection’ or the ‘X’ next to the number of selected Mechanics to clear the filter and display all Work Orders. 
  2. Division Filter
    Use this to filter displayed Work Orders by Division.
  3. Location Filter
    Use this to filter displayed Work Orders by Location.
  4. Search Bar
    Begin typing here to filter the list of Work Orders by the text entered. This will search by Work Order #, Customer name, Site, Asset name, Asset #, and Mechanic name.
  5. View Manager
    Use this to create custom views for the Work Orders table. See “The View Manager” for more information.
  6. Export Button
    Use this to export the contents of the Work Orders table for use in an external program. See “Exporting the Contents of a Table” for more information.
  7. Work Order Table
    Work Orders that match the current search and filter criteria are displayed in this table. The appearance of this table can be modified in a number of ways; see “Working With Tables” for more information.
  8. Work Order
    Each Work Order appears as a row in the Work Orders table. Click on a Work Order to open its details; see “View and Edit a Work Order in Texada Web” for more information. Right-click a Work Order to access additional options:
    • Open in New Tab: Opens the Work Order’s details in a new browser tab.
    • View Asset Details: Opens the details of the Asset on the Work Order in a new browser tab. See “View and Edit the Details of an Asset in Texada Web” for more information.
    • Copy: Copies the contents of the highlighted cell to the clipboard. The cell will flash red to indicate that the copy was successful.

Work Order Table - Columns

The Work Order table comprises the following columns:

  • Work Order #: The ID of the Work Order.
  • Date: The Work Order’s date. By default, this is equal to the Work Order’s creation date.
  • Customer #: The ID of the Customer for which this Work Order is being completed.
  • Customer: The name of the Customer for which this Work Order is being completed.
  • Site: The name of the Site at which the Asset on the Work Order is located.
  • Address: The address of the Site at which the Asset on the Work Order is located.
  • Status: The current status of the Work Order. See “About Work Order Statuses” for more information.
  • Priority: The Work Order’s priority, expressed as a color: green (low), orange (moderate), or red (critical).
  • Posting Type: The Work Order’s posting type: standard invoice, customer damage, customer repair, or internal work order. See “About Work Order Posting Types” for more information.
  • Asset #: The ID of the Asset on the Work Order.
  • Asset: The description of the Asset on the Work Order.
  • Asset Status: The current status of the Asset on the Work Order. This is determined by the status code assigned to the Asset in Texada SRM. For more information, see “Product Status Codes” or “Product Status Codes” (SRM help file).
  • Meter Reading: The Asset’s meter reading at the time the Work Order was created. 
  • Current Meter: The Asset’s current meter reading.
  • Mechanic: The Mechanic(s) assigned to the Work Order, if any.
  • Flagged: Whether or not this Work Order has been flagged for attention. Flagged Work Orders will appear red in the Work Orders table.
  • Division: The Division at which this Work Order is located. 
  • Location: The Location at which this Work Order is located. Work Orders in Texada Mobile are organized by Location; Mechanics will only see Work Orders whose Location matches their current Location.
  • Schedule Start: The scheduled start time of the Work Order.
  • Schedule End: The scheduled end time of the Work Order.
  • Signer Name: The name of the person who signed off on the completed Work Order. 
  • Signer Email: The email address of the person who signed off on the completed Work Order.
  • Total Billable Hour: The total number of billable hours the Mechanic(s) spent on the Work Order. Equal to the sum of all Labor hours logged.
  • Total Tracked Time: The total amount of time tracked against the Work Order in Texada Mobile. See “About the Time Tracker” for more information.
  • Time Created: The date and time at which the Work Order was created.
  • Time Dispatched: The date and time at which a Mechanic was first assigned to the Work Order. If the Work Order was created with an assigned Mechanic, this will be equal to the Time Created.
  • Time Started: The date and time at which the Mechanic first started work on the Work Order in Texada Mobile (i.e. its status was changed to ‘In Progress’).
  • Time Completed: The date and time at which the Mechanic finished work on the Work Order in Texada Mobile (i.e. its status was changed to ‘Completed’).
  • Duration: The total duration of the Work Order, from when it was created to when it was completed. Equal to Time Completed - Time Created.
  • Purchase Order: The PO # of the purchase order associated with the Work Order, if any.
  • Billing Type: The Work Order’s Billing Type - Normal, Split, or Warranty.
  • Parts: Lists the Parts used on the Work Order.
  • Labor: Lists the Labor items included on the Work Order.
  • Services: Lists the Services included on the Work Order.
  • Issued Parts: The number of Parts issued for the Work Order.
  • Requested Parts: The number of Parts requested by the Mechanic.
  • Outstanding Parts: The number of requested Parts that have yet to be issued. Equal to Requested Parts - Issued Parts.
  • Contract #: The Contract # of the Contract associated with the Work Order, if any.
  • Inspections: The number of Inspection forms that have been added to the Work Order, both by dispatchers using Texada Web and by Mechanics using Texada Mobile.
  • Claimed Inspections: The number of inspection forms on the Work Order that have been claimed by a Mechanic.
  • Completed Inspections: The number of inspection forms on the Work Order that have been filled out.
  • Asset Model: The Asset’s Model number.
  • Asset Serial #: The Asset’s serial number, if any.
  • Ship Via: The shipping method that has been selected for the Asset. The list of possible shipping methods is managed via the Ship Via Codes utility in Texada SRM. For more information, see “Ship Via Codes” (SRM help file).
  • Salesperson: The code of the Salesperson who will get credit for the Work Order’s Invoice, if any.