Watch the video or read the guide below.
Video
Guide
Log in and arrive at the Work Orders module. It's easy and consistent to move to another module and around the program. Remember...
Main menu to the left. Select a module from here.
Module information defaults to a list view in the center. Access to view, open, and edit all module details.
+Add button in the top-right corner. Add new module information to the program.
1. Main Menu
The entity name is displayed at the top of the menu. Modules below it are entity-specific. To change entities, click on the name and select a new one. Click on any module name from the Main Menu to open the module and get to the details. At the bottom of the Main Menu there's also:
Support - connection to the Click Maint Help Center
Profile - sign out, open, and edit your profile and select your email notifications
Admin Settings - system-wide customization to the program made by Admin Users
Collapse Sidebar - minimize the main menu to display icons
2. Module Information
Click on a module to open in a list view. Notice the module titled at the top.
To access details such as a work order form, click on the name in any row under the Title column. Hit the Edit button to add or modify information. Hit Save if you want to keep any changes.
Note: The Work Order Module includes a calendar view option. To see your work orders organized by date, click on the Calendar tab.
The list view in all modules have similar features and navigation.
From any module list view, you can:
Search - add key words to search for specifics
Filters - open the filter window to seek specific details or groups of information
Batch Update - click on all or several priority icons next to work order name to show the batch update icons. Hover your mouse over icon to define. Select an icon to change information on multiple items at the same time
Export - take info out of the program and save to your computer
Settings - click on the settings icon to open the View Settings window. Decide how many rows to see in your list view. Toggle columns on
to see, and off 
to hide. Use the Drag icons to drag columns in order of appearance on the list view.
Column name - click on the name of each column header to adjust the viewing order.
3. +Add button
Click on the + button in the top right corner of any module to add information to the program. This opens up a form. Fill in any *mandatory field. All other fields are optional. Hit Save to keep details or hit Cancel to opt out.
Use the Main Menu to open new modules and view, add, and edit module information.