Feature: Display work orders in a table format.
Use: Organize, filter, and edit work orders on a single page. Access tools not available on the Work Order Manager page.
Prerequisites
Know how to create a work order.
Opening the grid
Go to the side menu and click Work Orders > Work Order Grid. A new page displays. To open the same grid from the Work Order Manager page, select a column (My Work Orders or Company Work Orders) and click either grid icon.
Reviewing the grid toolbar
Click an icon or button to use a tool or enable a feature.
Layout Wizard - Click to open a custom grid layout.
Save - Click to create and save a custom grid layout. In the popup, enter a unique name for the custom grid layout. All layouts are saved in the Default Folder. Optionally, you can create a new folder (see below). When you use a custom grid layout, the Save icon has an arrow. The icon has no arrow when you're using the default grid layout.
Refresh - Click to return the grid to the default state and remove unsaved customizations.
Select All - Use the Bulk Select icon to check the box for every task row.
Unselect All - Uncheck all rows.
Customization - Click to rearrange the grid display (e.g. column order). Click to learn more.
Expand All - Click to open all the folders with a single click.
Close All - Click to collapse all the folders with a single click.
Delete - Remove the selected work order from the platform and delete the data.
Flag - Manage flags attached to assets. Learn more.
Export - Download grid data as a PDF, Excel file, or CSV.
Map - Check a box to select a row and then click the map icon to display the mapped location in a new window. Learn more.
Settings - Configure table option to hide or unhide table rows. For example, hide completed work orders, empty elements, orders with inactive assets, and change the number of rows displayed on a grid page. If the number of rows is greater than this number, the grid adds pages.
Search - Enter a search word or phrase. Click the icon to launch the search.
Search field - Click the icon and select which work order components the search tool should scan.
Creating a new folder
To create a folder that saves custom grid layouts:
Click the Layout Wizard button on the toolbar.
Right-click the Default Folder name.
Select New Folder on the popup.
Enter a name.
Click the checkmark to save.
To create a subfolder, drag a folder to into another folder.
Creating groups of rows
By default, the table shows each record as a separate row. To organize rows into groups, click and drag one or more column headings to the empty row below the toolbar.
Click a plus (+) button to expand a group and show the hidden rows. Use the toolbar buttons to expand or close all groups.
Updating work order status
You can change the status of a work order on the grid. Go to the Status column and click a cell. A popup displays. Select a status. Nektar auto-updates the status on the Work Order Manager.
Opening records
Go to a row and click the paper icon to open the work order in a new window. Review the details and optionally edit the work order.
Click the asset number link to open the asset summary in a new window.
Using other filters
You can also use relational operators, Boolean operators, or column-specific filters to hide column rows. Learn more.
