There are several ways you can edit a work order within MobiWork. You can edit the work order either through the Work Order "List" tab or by accessing the "Work Order" tab in the View Customers pop-up window.
Work Order List Page
The most direct way to update a work order is through the Work Order "List" tab. For more information on how to access this page, please see the Work Order List section for more information.
Once, you are on the "List" tab, there are several different ways you can edit a work order:
- Click on the work order ID to open the View Work Order pop-up window. Then click on the Individual Actions button and from the drop-down select either the "Edit" or "Edit Custom Status" option:
Please note that there are several ways that you can access the View Work Order pop-up window. Please see the View Work Order page for the different ways that you can open the View Work Order pop-up window.
Right-click on a work order to open the right-click options. (The options that are displayed when you right-click on a work order are also available when you select the Individual Actions button).
Select the More Actions button from the "Global Actions" section. Please note that this option will give you the ability to edit multiple work orders at once.
Click on the Individual Actions button (the three vertical dots) from the "Actions" column. (The options that are displayed from the Individual Actions button are the same as when you right-click on a work order).
Customers
To see how to access the View Customer pop-up window, please see the View Customer page:
- Once you open the View Customer pop-up window select the "Work Order" tab. On the "Work Order" tab click on the Individual Actions button or right-click on the desired work order, and from the drop-down select the "Edit" option:
The Edit Work Order pop-up window will then appear.
Schedules
When you navigate to the Schedules feature tabs, there are two different ways you can edit a work order. For more information on how to access the Schedules feature tabs, please see the Schedule List page:
From the More Actions drop-down, select either the "Edit Status" or "Edit Custom Status" option. Please note that these options will give you the ability to edit multiple work orders at once.
Click the Individual Actions of the desired work order and from the drop-down select the "Edit" option.
The option to edit a work order is different from editing the status; with the "Edit" option you can update more fields (e.g., not only the status but also the description, the External ID, etc.). Editing the status will only change the status of a selected work order.
There are several different ways to edit an individual work order. The section, How to Access the Page, will illustrate how to navigate to the methods listed below:
- Clicking on the work order ID of a specific work order to open the View Work Order pop-up window and selecting the "Edit" option from the drop-down:
Right-clicking on the Work Order "List" tab, and selecting the "Edit" option from the drop-down menu:
Clicking on the Individual Actions of a specific work order and selecting the "Edit" option from the drop-down menu:
Clicking on the Individual Actions button or the right-click actions from the View Customer pop-up window's "Work Order" tab, and selecting the "Edit" option from the drop-down:
Clicking on the "Edit" option from the View Work Order "List" tab:
Edit a Work Order Pop-up Window
Regardless of how you choose to edit an individual work order, the Edit Work Order pop-up window will then appear:
| Name: | Description: |
|---|---|
| "Custom Status" | The overall status of the work order (i.e., "Open," "Dispatched," "In Transit," "On Site," "Need Follow Up," "Waiting for Parts," and "Completed"). |
| "Status" | The completion status of the work order (i.e., Assigned, Open, Closed). |
| "Description" | The description and name of the work order. |
| "External ID" | The external number (outside of MobiWork) of the work order. |
| "SLA" | The SLA associated with the work order. |
Instead of editing the entire work order, MobiWork gives you the option to update only the status, custom status, or the integrated status. There are several different ways to edit the status, custom status, or the integrated status for an individual work order; the section, How to Access the Page will illustrate how to navigate to the methods listed below:
Edit the Work Order Status
The "Edit Status" option for a work order will allow you to edit the overall status of a work order.
You can edit the status of an individual work order by:
- Clicking on the More Actions button and from the drop-down and select the "Edit Status" option from the drop-down:
From the Schedules "List" tab, click on the More Actions button and select the "Edit Status" option from the drop-down:
Regardless of how you choose to edit the status of the work order, the Edit Status pop-up window will appear; select the new status from the drop-down menu and click the Save button to finalize:
Edit the Work Order Custom Status
The "Edit Custom Status" option for a work order will allow you to edit the overall status of a work order.
You can edit the custom status of an individual work order by:
Clicking on the work order ID of a specific work order to open the View Work Order pop-up window and selecting the "Edit Custom Status" option from the drop-down:
In the Schedule "List" tab, click on the More Actions button and from the drop-down the "Edit Custom Status" option:
Regardless of how you choose to edit the custom status of the work order, the Edit Custom Status pop-up window will appear; select the new custom status from the drop-down menu and click the Save button to finalize:
Edit the Work Order Integration Status
The "Edit Integration Status" will update the status of the work order integrating with a third-party software solution. (e.g., QuickBooks) while the "Edit Custom Status" option will allow you to update the custom status of a work order.
You can edit the integration status of an individual work order by:
By right-clicking on a work order and selecting the "Edit Integration Status" drop-down option:
By clicking on the Individual Actions button and selecting the "Edit Integration Status" drop-down option:
Regardless of how you choose to edit the integration status of the work order, the Edit Integration Status pop-up window will appear; select the new integration status from the drop-down menu and click the Save button to finalize:
MobiWork allows you to edit multiple work orders at once, thus saving you time from having to update work orders one at a time. You can update multiple work orders in two ways: through the More Actions button or through Excel.
With More Actions
You can access the More Actions button through either the Work Order "List" tab or through the Schedule feature page. For more information on how to access these pages, please see the Work Order List page or the Schedule List page:
Check off the desired work orders you would like to edit; if you would like to edit all your work orders you can click on the topmost checkbox (Multiple Selection Area) located in the Work Order "List" column:
Click on the More Actions button and from the drop-down select the "Edit Status" option or if you're on the Schedule feature page, you can click on the "Edit Custom Status" to update the user-dispatch status:
- The Schedules feature tab will also allow you to edit the user-dispatch status of the work order (e.g., Open, Dispatched, In Transit, On Site, etc.):
- From the drop-down of the Edit Custom Status pop-up window, select the new value and once you are satisfied, click the Save button:
With Excel
You can also edit work orders in bulk through Excel; this process will enable you to update more than just the status of the work orders:
First, you would first need to select the desired work orders and use the "Export to Excel" option. For more information on how to export work orders please see the Import and Export Work Orders page:
Once you have the exported file, you can make the changes directly to the Excel document.
Once you are done updating your work orders, you can import the Excel file back into MobiWork. For more information on how to import work orders, please see the Import and Export Work Orders page.
