- Frequently Asked Questions (FAQ)
- Assets
- Customers
- Dashboards
- Devices
- Expenses
- Inbound REST API
- Inventory
- Overview
- Barcode Reader for Warehouse Inventory
- Barcode SKU
- Export Inventory
- Inventory Audits for Mobile Devices
- Inventory Movements
- Inventory and Parts
- Importing Product Inventory
- Remove Parts From Inventory
- Invoices
- Mailchimp
- Notifications
- Parts
- Payments
- QuickBooks
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Review Us
- Sage
- Sales Tax
- Schedule and Dispatching
- Screen Recording
- Support Tickets
- Text Messaging
- Time Tracking
- Trial Account
- Troubleshooting
- User Settings
- Overview
- Account Settings
- Account Users
- Connectors
- Custom Fields
- Display User Device Location on Map
- Documents and Email
- Google and Outlook Integration
- Import and Export Excel Documents
- Max Session Idle Time for Users
- Permissions Template
- Saved Login and Session Management
- Saved Searches
- Single Sign-On (SSO)
- Updating the User Password
- User Locked Out
- User Preferences
- Work Orders
Overview
This section will highlight some commonly asked questions regarding work orders and users.
Table of Contents
Access Work Orders From Another User
There are two different ways that another user will be able to access your work order documents from their device/computer. Please note that they must have permissions to view work orders from other users as well as closed work orders.
For more information about permissions, please see the Permission Templates page. The methods to view another user's work order is as follows:
- If the other user has the Work Order number, they would be able to locate the work order under the "Location History" feature. To access the work order location history, you must launch a work order and from the work order action menu you can select "Location History". This feature will show all of the work orders created for that customer. For more information about mobile work orders, please see the Search Work Orders page.
- Another option would be to login to the web portal and search for the Work Order number. Once the correct work order has been located you will be able to locate the desired documents within the View Work Order pop-up window. For more information about searching for work orders and accessing the View Work Order pop-up window, please see the respective pages: the Work Orders List section or the View Work Order section.
Getting in Touch With Us
If you have any questions or need further assistance, please let us know. We'd be happy to help!