Work Order console
The Work Order Console provides a dedicated workspace for managing work orders. This console enables work order managers and assignees to track work orders quickly and efficiently.
From this console, you can update your record in the People form, for example, to indicate your assignment availability and to set your notification options.
You can customize the default view and settings of the Work Order Console. For example, when the Work Order Console opens, you can determine the default search criteria settings. When you define your preferences (for example, to view all open work orders), this base set of preferences is inherited in the Overview Console. You must close and reopen the console to see the changes.
Work Order Console functional areas
The following table lists the functional areas of the Work Order Console:
This area contains the following fields: Show, Filter By, and Search. These fields combine to provide a way that you can filter records in the Work Order table or Tasks table.
Updates the console with the latest information
Work Orders/Tasks table
This table displays high-level details about work orders or tasks depending on the Console Focus you select. The displayed records match the status specified in the Work Orders summary in the navigation pane, or those that were found by the most recently completed search. The WO prefix identifies the work order requests, and the TAS prefix identifies related tasks. You can filter the requests in the table by using the menu options in the Show and Filter By fields.
Opens the New Work Order form so you can create a new work order. For more information about work orders, see Creating work orders.
Create for Company (Hub and Spoke environments only)
Opens the New Work Order form after you identify the company for which you are creating the record. For more information about Hub and Spoke, see .
Opens the work order record selected in the table
Displays the details of the work order selected in the table as a report.
Opens the Service Context summary view for the record selected in the Work Order table.
Displays options to add and remove columns in the Work Orders table, set time intervals to refresh work order information, save updated preferences, and reset default preferences.
Groups work orders by their status: Open, Unassigned, Pending, and Resolved. Click a group to view a list of individual work orders in the Work Orders table in the right pane.
Click the right arrow to view links to perform the following actions:
Enables you to switch the focus to work orders or to tasks, and to view work orders or tasks that match the criteria selected in the Show field.
Work Order and Tasks links
Clicking the Work Order link displays details about the selected work order.
Work Order Details and Task Details
Clicking the Work Order Details link displays work order details about the task.
Shows activity associated with the work order or task