MobileMTWORequest_Tab1
Open Date (MTWORKORDER_OpenDate)
You will not visit these fields.
These fields display the date and time on which this Work Order was opened/created.
DeleteOpen Time (MTWORKORDER_RequestTime)
You will not visit these fields.
These fields display the date and time on which this Work Order was opened/created.
DeleteFirst Name (MTWORKORDER_FirstName)
Accept the default entry in this field or overwrite as needed. The fields in this Group allow you to input contact information for the individual who initiated this Work Order.
Notes:
- Settings on your Work Order profile allow you to send emails to the Contact who is assigned to a Work Order when the Status of a Work Order changes.
- If you link a Staff Member ID to a RecTrac User ID then you can have the fields in this Group auto-fill with the Staff Member's contact information by default when the RecTrac User creates a Work Order. For Example: Simon Doyle is a member of your grounds keeping staff. His Staff Member ID is "SDOYLE and his Staff ID contains his current contact information (Name, Address, Email Address, and Phone Number). His RecTrac User ID is SIMON_D." Simon's Staff Member ID is linked to his RecTrac User ID. When Simon creates a new Work Order his name and contact information will auto-fill these fields by default.
In the Standard VSI Design Staff Member IDs can be linked to RecTrac User IDs in User Update • Miscellaneous Settings group • Staff code field
Last Name (MTWORKORDER_Lastname)
Accept the default entry in this field or overwrite as needed. The fields in this Group allow you to input contact information for the individual who initiated this Work Order.
Notes:
- Settings on your Work Order profile allow you to send emails to the Contact who is assigned to a Work Order when the Status of a Work Order changes.
- If you link a Staff Member ID to a RecTrac User ID then you can have the fields in this Group auto-fill with the Staff Member's contact information by default when the RecTrac User creates a Work Order. For Example: Simon Doyle is a member of your grounds keeping staff. His Staff Member ID is "SDOYLE and his Staff ID contains his current contact information (Name, Address, Email Address, and Phone Number). His RecTrac User ID is SIMON_D." Simon's Staff Member ID is linked to his RecTrac User ID. When Simon creates a new Work Order his name and contact information will auto-fill these fields by default.
In the Standard VSI Design Staff Member IDs can be linked to RecTrac User IDs in User Update • Miscellaneous Settings group • Staff code field
Address (MTWORKORDER_Address)
Accept the default entry in this field or overwrite as needed. The fields in this Group allow you to input contact information for the individual who initiated this Work Order.
Notes:
- Settings on your Work Order profile allow you to send emails to the Contact who is assigned to a Work Order when the Status of a Work Order changes.
- If you link a Staff Member ID to a RecTrac User ID then you can have the fields in this Group auto-fill with the Staff Member's contact information by default when the RecTrac User creates a Work Order. For Example: Simon Doyle is a member of your grounds keeping staff. His Staff Member ID is "SDOYLE and his Staff ID contains his current contact information (Name, Address, Email Address, and Phone Number). His RecTrac User ID is SIMON_D." Simon's Staff Member ID is linked to his RecTrac User ID. When Simon creates a new Work Order his name and contact information will auto-fill these fields by default.
In the Standard VSI Design Staff Member IDs can be linked to RecTrac User IDs in User Update • Miscellaneous Settings group • Staff code field
City (MTWORKORDER_City)
Accept the default entry in this field or overwrite as needed. The fields in this Group allow you to input contact information for the individual who initiated this Work Order.
Notes:
- Settings on your Work Order profile allow you to send emails to the Contact who is assigned to a Work Order when the Status of a Work Order changes.
- If you link a Staff Member ID to a RecTrac User ID then you can have the fields in this Group auto-fill with the Staff Member's contact information by default when the RecTrac User creates a Work Order. For Example: Simon Doyle is a member of your grounds keeping staff. His Staff Member ID is "SDOYLE and his Staff ID contains his current contact information (Name, Address, Email Address, and Phone Number). His RecTrac User ID is SIMON_D." Simon's Staff Member ID is linked to his RecTrac User ID. When Simon creates a new Work Order his name and contact information will auto-fill these fields by default.
In the Standard VSI Design Staff Member IDs can be linked to RecTrac User IDs in User Update • Miscellaneous Settings group • Staff code field
State (MTWORKORDER_State)
Accept the default entry in this field or overwrite as needed. The fields in this Group allow you to input contact information for the individual who initiated this Work Order.
Notes:
- Settings on your Work Order profile allow you to send emails to the Contact who is assigned to a Work Order when the Status of a Work Order changes.
- If you link a Staff Member ID to a RecTrac User ID then you can have the fields in this Group auto-fill with the Staff Member's contact information by default when the RecTrac User creates a Work Order. For Example: Simon Doyle is a member of your grounds keeping staff. His Staff Member ID is "SDOYLE and his Staff ID contains his current contact information (Name, Address, Email Address, and Phone Number). His RecTrac User ID is SIMON_D." Simon's Staff Member ID is linked to his RecTrac User ID. When Simon creates a new Work Order his name and contact information will auto-fill these fields by default.
In the Standard VSI Design Staff Member IDs can be linked to RecTrac User IDs in User Update • Miscellaneous Settings group • Staff code field
Zip Code (MTWORKORDER_ZipCode)
Accept the default entry in this field or overwrite as needed. The fields in this Group allow you to input contact information for the individual who initiated this Work Order.
Notes:
- Settings on your Work Order profile allow you to send emails to the Contact who is assigned to a Work Order when the Status of a Work Order changes.
- If you link a Staff Member ID to a RecTrac User ID then you can have the fields in this Group auto-fill with the Staff Member's contact information by default when the RecTrac User creates a Work Order. For Example: Simon Doyle is a member of your grounds keeping staff. His Staff Member ID is "SDOYLE and his Staff ID contains his current contact information (Name, Address, Email Address, and Phone Number). His RecTrac User ID is SIMON_D." Simon's Staff Member ID is linked to his RecTrac User ID. When Simon creates a new Work Order his name and contact information will auto-fill these fields by default.
In the Standard VSI Design Staff Member IDs can be linked to RecTrac User IDs in User Update • Miscellaneous Settings group • Staff code field
Phone Number (MTWorkOrder_PrimaryPhoneNumber)
Accept the default entry in this field or overwrite as needed. The fields in this Group allow you to input contact information for the individual who initiated this Work Order.
Notes:
- Settings on your Work Order profile allow you to send emails to the Contact who is assigned to a Work Order when the Status of a Work Order changes.
- If you link a Staff Member ID to a RecTrac User ID then you can have the fields in this Group auto-fill with the Staff Member's contact information by default when the RecTrac User creates a Work Order. For Example: Simon Doyle is a member of your grounds keeping staff. His Staff Member ID is "SDOYLE and his Staff ID contains his current contact information (Name, Address, Email Address, and Phone Number). His RecTrac User ID is SIMON_D." Simon's Staff Member ID is linked to his RecTrac User ID. When Simon creates a new Work Order his name and contact information will auto-fill these fields by default.
In the Standard VSI Design Staff Member IDs can be linked to RecTrac User IDs in User Update • Miscellaneous Settings group • Staff code field
Phone Extension (MTWorkOrder_PrimaryPhoneExtension)
Accept the default entry in this field or overwrite as needed. The fields in this Group allow you to input contact information for the individual who initiated this Work Order.
Notes:
- Settings on your Work Order profile allow you to send emails to the Contact who is assigned to a Work Order when the Status of a Work Order changes.
- If you link a Staff Member ID to a RecTrac User ID then you can have the fields in this Group auto-fill with the Staff Member's contact information by default when the RecTrac User creates a Work Order. For Example: Simon Doyle is a member of your grounds keeping staff. His Staff Member ID is "SDOYLE and his Staff ID contains his current contact information (Name, Address, Email Address, and Phone Number). His RecTrac User ID is SIMON_D." Simon's Staff Member ID is linked to his RecTrac User ID. When Simon creates a new Work Order his name and contact information will auto-fill these fields by default.
In the Standard VSI Design Staff Member IDs can be linked to RecTrac User IDs in User Update • Miscellaneous Settings group • Staff code field
Phone Type (MTWorkOrder_PrimaryPhoneType)
Accept the default entry in this field or overwrite as needed. The fields in this Group allow you to input contact information for the individual who initiated this Work Order.
Notes:
- Settings on your Work Order profile allow you to send emails to the Contact who is assigned to a Work Order when the Status of a Work Order changes.
- If you link a Staff Member ID to a RecTrac User ID then you can have the fields in this Group auto-fill with the Staff Member's contact information by default when the RecTrac User creates a Work Order. For Example: Simon Doyle is a member of your grounds keeping staff. His Staff Member ID is "SDOYLE and his Staff ID contains his current contact information (Name, Address, Email Address, and Phone Number). His RecTrac User ID is SIMON_D." Simon's Staff Member ID is linked to his RecTrac User ID. When Simon creates a new Work Order his name and contact information will auto-fill these fields by default.
In the Standard VSI Design Staff Member IDs can be linked to RecTrac User IDs in User Update • Miscellaneous Settings group • Staff code field
Phone Provider (MTWorkOrder_PrimaryPhoneProvider)
Accept the default entry in this field or overwrite as needed. The fields in this Group allow you to input contact information for the individual who initiated this Work Order.
Notes:
- Settings on your Work Order profile allow you to send emails to the Contact who is assigned to a Work Order when the Status of a Work Order changes.
- If you link a Staff Member ID to a RecTrac User ID then you can have the fields in this Group auto-fill with the Staff Member's contact information by default when the RecTrac User creates a Work Order. For Example: Simon Doyle is a member of your grounds keeping staff. His Staff Member ID is "SDOYLE and his Staff ID contains his current contact information (Name, Address, Email Address, and Phone Number). His RecTrac User ID is SIMON_D." Simon's Staff Member ID is linked to his RecTrac User ID. When Simon creates a new Work Order his name and contact information will auto-fill these fields by default.
In the Standard VSI Design Staff Member IDs can be linked to RecTrac User IDs in User Update • Miscellaneous Settings group • Staff code field
Email Address (MTWORKORDER_EmailAddress)
Accept the default entry in this field or overwrite as needed. The fields in this Group allow you to input contact information for the individual who initiated this Work Order.
Notes:
- Settings on your Work Order profile allow you to send emails to the Contact who is assigned to a Work Order when the Status of a Work Order changes.
- If you link a Staff Member ID to a RecTrac User ID then you can have the fields in this Group auto-fill with the Staff Member's contact information by default when the RecTrac User creates a Work Order. For Example: Simon Doyle is a member of your grounds keeping staff. His Staff Member ID is "SDOYLE and his Staff ID contains his current contact information (Name, Address, Email Address, and Phone Number). His RecTrac User ID is SIMON_D." Simon's Staff Member ID is linked to his RecTrac User ID. When Simon creates a new Work Order his name and contact information will auto-fill these fields by default.
In the Standard VSI Design Staff Member IDs can be linked to RecTrac User IDs in User Update • Miscellaneous Settings group • Staff code field
snippets/email_address_list_help>Delete
Description (MTWORKORDER_Description)
Enter a Description for this Work Order. Use free form text in this field to describe the purpose of Work Order. For Example: Downed Tree at Potter Park. This field will accept up to 100 alpha-numeric characters. If further detail is needed, then use the Notes field.
DeleteLocation (MTWORKORDER_Location)
Enter Location information in this field, if desired.
THEN
Click the Picklist icon for Location Code and make a selection.
Generally speaking, your entry in this field should be the specific location where the work will take place. For Example: Room 222B, or Maple Tree 01, etc….
This field will accept up to 100 alpha-numeric characters.
DeleteLocation Code (MTWORKORDER_LocationCode)
Enter a Location, if desired.
THEN
Click the Picklist icon to select a Location Code.
Generally speaking, your entry in this field should be the broad location where the work will take place. For Bailey Auditorium, or Potter Park, etc….
Location Codes are maintained in Location Management.
DeleteNotes (MTWORKORDER_Notes)
Enter free form notes and comments, as needed, to list specific instructions and/or information pertaining to this Work Order. Notes entered here print will print. Notes entered here will also display in the Notes field for the Work Order in the browser whenever you to View Work Order. This field will accept up to 30,000 characters.
Note: Pop-up messages in RecTrac such as ticklers can be formatted using HTML. Basic knowledge of HTML allows you to customize ticklers and other pop-up messages through use of:
- Carriage returns/paragraphing and breaks (<p> </p> <br />)
- Font effects such as:
- Bold type (<strong>This text will be bold.</strong>)
- Italicized type (<em>This text will be italicized.</em>)
- Colors (<span style="color:HEX code">This text will be in red.</span>)
-
Click-able Hyperlinks
- Email (<a href="mailto:emailaddress@domain.com?subject="Email from RecTrac popup messages" style="color:#0000FF;">Email Me</a>)
- Images (<a href="http://your_server/folder/picture.jpg" target="_blank" style="color:#0000FF;">Click here to see the image</a>)
- External Websites (<a href="http://somewebsite.com" target=_blank" style="color:#0000FF;">Go to this website</a>)
- Embedded images (<img src="http://your_public_facing_server/folder/picture.jpg" width="" height=""/>)
- etc…
Insert the <HTML tags> along with your text.
For example entering something like this: "<p>This is a tickler.><br /><span style="color:#FF0000;">This is the same tickler using red text.</span></p>"
Would create a tickler that displays like this:
"This is a tickler.
This is the same tickler using red text."
HTML formatting works with messages that display in RecTrac only. HTML formatting will not work for comment type fields that print on receipts and reports. The process used to render the .pdf simply prints whatever text it finds in the field so if you use HTML tags in a receipt comment for example you'll get the raw HTML on the receipt instead of your planned formatting.
Project Code (MTWORKORDER_ProjectCode)
Click the Picklist icon to select the Project Code you want to link to this Work Order, if desired. Project Codes provide the means of grouping work together for reporting purposes. When you link Work Orders linked to Project Codes, then you can run the Project Results Report to show all of the work done for that particular project.
Project Codes are maintained in System Code Management. Type=Project.
DeleteCategory Code (MTWORKORDER_CategoryCode)
Click the Picklist icon to select the Work Order Category Code you want to link to this Work Order, if desired. Work Order Category Codes are used in the system as a means to sort and prioritize Work Orders.
Project Codes are maintained in Work Order Category Code Management.
DeletePriority Code (MTWORKORDER_PriorityCode)
Accept the default entry in this field, if any, or click the Picklist icon to select the Priority Code you want to link to this Work Order, if desired. Priority Codes are typically associated with Work Order Category Codes and are used in the system as a means to sort and prioritize Work Orders.
Project Codes are maintained in System Code Management. Type = Work Order Priority. Priority Codes can be linked directly to Work Order Category Codes in Work Order Category Code Update. When you do this then the Priority Code defaults into this field when you select the Work Order Category.
DeleteAssigned Staff (MTWORKORDER_StaffCode)
Click the Combo Box icon to select the Staff Member(s) you want to assign to this Work Order, if desired. Multiple selection is allowed. Typically Staff is assigned to a Work Order during or immediately after the Work Order Status is set to 'Approved.'
Note: Settings on your Work Order profile allow you to send emails to the Staff Members who are assigned to Work Orders when the Status of a Work Order changes.
Source Code (MTWORKORDER_SourceCode)
Click the Picklist icon to select the Source Code for this Work Order. Generally speaking, Work Order Source Codes are used to provide a high level classification for how a Work Orders gets generated.
Work Order Source Codes are maintained in System Code Management. Type=Work Order Source.
DeleteDue Date (MTWORKORDER_DueDate)
Click the Calendar icon to select the Due Date for this Work Order, if applicable. Typically this is done after a Work Order has been Approved.
THEN
Click the Clock icon to select the Time on the Due Date by which this Work Order should be completed, if necessary. If no specific time is required, then leave this field at its default setting.
Due Time (MTWORKORDER_DueTime)
Click the Calendar icon to select the Due Date for this Work Order, if applicable. Typically this is done after a Work Order has been Approved.
THEN
Click the Clock icon to select the Time on the Due Date by which this Work Order should be completed, if necessary. If no specific time is required, then leave this field at its default setting.