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Edit the Details of a Work Order in the FleetLogic Web Application

Describes how to access, view, and edit the details of a work order in the FleetLogic web application.

Type

How to

Audience

FleetLogic Counter

Products

FleetLogic web application

Context

When you create a work order and save it, additional fields, such as technicians and comments become available on that work order. To add additional information to those new fields, you must edit the work order. 

 

If you have sufficient permissions, you can edit and update some of the details of a work order any time you view the order’s details. For example, if a work order is submitted via the mobile application and you need to view the comments or see which technician did the work on a particular work order, you can do so in the work order’s details. 

 

Note: This article focuses only on the parts of the work order that are not initially available when you first create a work order. For more information on how to update the parts of the work order not covered in this article, see: “Create a Work Order”. 

Before You Begin

Required: Internet connection, valid FleetLogic login credentials and access permissions, existing work order

Optional: Mobile device with an internet connection

Steps

To edit the details of a work order, do the following:

  1. In the FleetLogic menu bar, navigate to Work Orders
    The list of existing work orders opens
  2. Click the work order you need to view the details of
    The work order details page opens in the main area
  3. Optional: In the Priority section, do one of the following to set the priority level of the work order:
    1. Click Low to set the priority level as low
    2. Click Moderate to set the priority level as medium
    3. Click Critical to set the priority level as high

    Note: Setting the priority level has no effect on a work order in the web application, other than to set the priority level in the list of work orders, enabling you to filter the work orders by priority level, or to visually identify the priority visually 
  4. Optional: Click the COMMENTS section to expand the section and add a comment to a work order. For example, you can add specific instructions to the technician about the work that needs to be done. Do the following:
    1. Click Add Comment
      The COMMENTS panel is updated
    2. Type the comment in the Enter your comment here... field
    3. Click Save Comment
      The comment is added to the work order
  5. Optional: Click the PHOTOS section to expand the section and view any photos associated with the work order
  6. Optional: Click the SIGNATURE section to expand the section and view the electronic signature of the customer that signed off on the work order, as well as the email address and name of that customer
  7. Optional: Click the INSPECTIONS section to expand the section and view the results of any inspections that were completed in relation to the work order 
  8. In the action bar, click Save
    Your updates to the work order are saved.

    Notes: 
    • You can update other areas of the work order such as assets, or customer information in addition to the areas covered in this article. See: “Create a Work Order” for more information on how to update any areas of the work order not covered in this article. 
    • For more information on how to add and assign a technician to a work order, see: “Assign a Technician to a Work Order FleetLogic

 

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