Work Order Priorities
When dealing with work orders you may want to prioritize your work and your Clients may also have priorities for their requests. You can have separate priorities from a Client side of things vs the Employee/Contractor side of things. A Contact from your client may think everything is Urgent priority whereas, if you are using Work Order Priorities, a supervisor may decide a given work order is Low, Medium, High, or Urgent priority based on work load and impact.
To set up priorities:
- Click on the Admin tab
- Scroll to the Work Order Configuration section of the page
- Click on Priorities
- Either Edit an existing priority or click New Priority from the top of the Priority Search page
Each priority will have the following options:
- Name: Required. This is what shows up in the Priority menu when creating or editing a work order
- Description
- Login Type:
- Service Provider: Your Employees/Contractors will be able to chose this priority
- Client: Your Contacts will be able to chose this priority
You can change the order that the priorities show up in the W.O Status dropdown menus:
- Navigate to the Priority Search page
- Click on Change Default Order above the search results
- Arrange the order using the tool on screen
- Click Save
If needed you can click on Change SP Priorities or Change Client Priorities to switch between the two at the top of the page.
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