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Calendar View

Use the Calendar view in the Work Order module to get the big picture, open and manage work orders

Updated over 10 months ago

Watch the video or take a look at the guide.

Video

Guide

  1. Select the Work Orders module in the Main Menu.

  2. Click on the Calendar tab to view a monthly calendar with open work orders shown on the date they're due.

  • By default, you see the status, name, and priority of the work order.

  • Any work order surrounded in red means overdue.

  • Any grayed-out work order means it's a Preventive work order displayed on the planned Due Date.

3. Use the features to search for and change the information displayed on the Calendar:

  • Search - type in a key word to find specific work order titles

  • +Work Order button - Click on +Work Order to create a new work order

  • Quick Filters - select various filters to display results on calendar

  • Arrows - to move the week or month calendar display forward or back

  • Week/Month - click on name to change calendar display

4. Click on a work order name to open.

5. Click on the +more to view a list of work orders you can open.

Click on the name of a work order and drag it to another date to change the due date.

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Work Orders Module Explained
Schedule PMs
Create a Work Order - WO Module
PMs Module Explained
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