Sections in this article:
- Work Orders through the Portal on the Event Scheduler Dashboard
- Additional Setting Work Order Admins Can Eable on the Form
- Email Confirmation
- Motoring the Work Order Status
- Conversations on Work Orders
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Work Orders Through "My Modules" > Work Order Portal
- Adding & Viewing Comments on Work Orders
If your eSPACE subscription has both Event Scheduler and Work Order & Asset Management then any portal user, regular user, sub-admin, or admin in Event Scheduler can add a work order from their dashboard, monitor the status of all submitted work orders. They can also see and add conversations on a work order.
Portal users (non-admin/sub-admins/regular users) can also add & view comments on work orders if they enter a work order by clicking on "My Modules" and selecting Work Order Portal.
Work Orders through the Portal on the Event Scheduler Dashboard
- All Event Scheduler users with some sort of level of access to Work Orders can click on the "Work Order Portal" button, located on the top of there dashboard in order to submit a work order.
- Keep in mind that submitting a work order through the work order portal has less options that the standard "Add Work Order" option on the Work Order & Asset Management dashboard.
- Once selected, users can fill out the required fields and then click "Save".
Additional Setting Work Order Admins Can Eable on the Form
- Admins in Work Order & Asset Management can allow for users submitting a work order through the portal to request a completion date.
- They can also choose to allow for users to add an attachment on the work order portal.
Email Confirmation
- Once the work order is assigned, the requester will receive an email notification about it.
Motoring the Work Order Status
- Users who enter events through the Work Order Portal can easily monitor the status of all of their work orders at any time by clicking on the “Work Order Portal Button” button....
- ... and then clicking on “My Work Orders”.
- Users will then see all of their requested work orders and the status of them.
- They can also search for work orders with a specific status, like "Completed".
- They can also search for work orders with a specific status, like "Completed".
Conversations on Work Orders
- Users can always expand a work order to see the Conversations tab in order to start or add to a conversation with another user in eSPACE. This way they can communicate about the work that needs to be done and have that conversation tied to the work order rather than be separate in their inbox.
Work Orders Through "My Modules" > Work Order Portal
Adding & Viewing Comments on Work Orders
- Portal Users can also click on "My Modules" in their Event Scheduler account, select Work Order Portal and also enter work order that way.
- This way allows portal users (non-admins/sub-admins/regular users) to also add and view comments on work orders if an admin in Work Order & Asset Management has enabled "Allow Portal Users To Add Comments?" under Settings > Advanced> General > Work Order Creation.
- If an admin has enabled that setting, then portal users will see the following when they enter a work order in the portal after clicking on "My Modules".