Open Work Orders
Review installs, takeovers, service changes, readiness, and closeout.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Work Orders is for and choose the correct next action.
Safety and data checks
- • Status changes can affect technicians, contracts, billing, and live alarm-system data; read blockers before acting.
Complete the task
- 1Navigate
Open Open Work Orders
Use the Hub navigation to open Open Work Orders. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Work Orders is open and its page heading is visible.
- 2Review
Understand what belongs here
Work Orders carries alarm and operational jobs from acceptance through scheduling, field work, review, and closeout. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Confirm the selected view, job type, customer, property, technician, schedule, wizard progress, and blocking status. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the job dossier before assigning, preparing, approving, returning, cancelling, or deleting work. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Status changes can affect technicians, contracts, billing, and live alarm-system data; read blockers before acting. This orientation ends before any irreversible or customer-facing submission.
Status changes can affect technicians, contracts, billing, and live alarm-system data; read blockers before acting.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.