Work Order Search Fields

The following is a list of fields found in during a work order search. See Perform a Like Search, Perform a Quick Search, Perform a Wildcard Search, and Search Within a Numeric Range for more information on searching this work activity.

General tab

• WO ID(s): Enter the work order IDs. Separate each work order ID with a comma.
• Domain: Select the domain.
• Entity Group: Select the work order entity group.
• Entity Type: Select the entity type.
• Category: Select the work order category.
• Descriptions: Select a description. If a map layer is associated with the description, you are able to search by the map layer fields. Map layers are not searchable unless a work activity is saved to that layer.
• Status: Select the work order status.
• Priority: Select the priority level.
• Requested By: Select the name of the individual the work order was requested by.
• Initiated By: Select the initiator's name.
• Submit To: Select the name of the individual the work order was submitted to.
• Supervisor: Select the name of the supervisor.
• Projected Start: Enter the projected start date.
• Projected Finish: Enter the projected finish date.
• Opened By: Select the name of the individual who opened the work order.
• Closed By: Select the name of the individual who closed the work order.
• Completed By: Select the name of the individual who completed the work order.
• Resolution: Select the final outcome of the work order. These are defined in Designer under Preferences > Work Order.
• Actual Start: Enter the actual start date.
• Actual Finish: Enter the actual finish date.
• Unattached?: Select Yes or No to indicate if the work order is unattached.
• Past Due: Select Yes or No to indicate if the work order is past due. This searches for records that are past due based on the projected finish date.
• Stage: Select the stage of the work order.
• Expense Type: Select the expense type for the work order.
• Has Request: Select Yes or No to indicate if the work order has a service request attached to it.
• Has Inspection: Select Yes or No to indicate if the work order has an inspection attached to it.
• Has Pll Case: Select Yes or No to indicate if the work order has a case attached to it.
• Has Attachment: Select Y or N to indicate if the work order has an attachment.
• Closed?: Select Yes or No to indicate if the work order is closed.
• Canceled?: Select Yes or No to indicate if the work order is canceled.
• Reactive?: Select Yes or No to indicate if the work order is reactive.
• Init App: Enter information for work orders that were created by an outside application.

• Facility Id: Enter the Facility Id for the building where the work order is located. This corresponds with the facility and level IDs set up for assets in the geodatabase. See Add an Asset Type in the Designer for 15.8 Guide for more information.

• Level Id: Enter the Level Id for the floor where the work order is located. This corresponds with the facility and level IDs set up for assets in the geodatabase. See Add an Asset Type in the Designer for 15.8 Guide for more information.

• Request ID(s): Enter any associated service requests IDs.

The Entity and Feature Info section of the General tab allows you to search for any work orders that are attached to particular entities, even if those work orders are also attached to another entity. For example, if you select a fire hydrant, the search returns every work order attached to a fire hydrant, even if those work orders include another asset type, like a water main.

• Entity Group: Select the entity group.
• Entity Types: Select the entity types.
• Feature Group: Select the feature group.
• Feature Types: Select the feature types.

NOTE: Since features have X and Y coordinates and related objects do not, Feature Group and Feature Types can be used to search for related objects since the features are attached and provides a location.

Any map layers associated to the work order template, which is determined by selecting an Entity Group, Entity Type, and Description, are shown in the Map Layers section. Note that at least one work order of this type has to be created before the map layers show here.

TIP: In order to see the map layer fields in the search results, make sure to select the Map Layer Fields Visible in Search Results check box.

Details tab

• WO Address: Enter all or part of the address where the work order is located.
• Location: Enter the location of the work order.
• Street Name: Enter the street name.
• Instructions: Enter any instructions related to the work order to include in the search.
• Comments: Enter any comments about the work order to include in the search.
• Project(s): Select any projects.
• Account(s): Select any accounts. The contents of this list are populated by the administrator in Designer under Preferences > Custom Codes > GLACCOUNT.
• Contractor(s): Select any contractors.
• Contract(s): Select any contracts.
• Shop: Select a shop.
• Map Page: Enter the map page.
• Tile Number: Enter the tile number of where the work order is located.
• District: Select the district where the work order is located.
• X/Y Location(s): Enter the X and Y coordinates.
• Legal Billable?: Select Yes or No to indicate if the work order is legal billable.
• Cont. Billable?: Select Yes or No to indicate if the work order is contract billable.
• Update Map?: Select Yes or No to indicate if Update Map is selected on the work order. This field can be used as a flag for whatever purpose your organization wishes. For example, it could be used for instances when the map of GIS needs to be updated. The field name can be changed by editing the corresponding XML filed.
• Canceled By: Select the name of the individual who canceled the work order.
• Units Accomp.: Enter the units accomplished.
• Units Accomp. Desc.: Select the units accomplished description.
• Verification: Select the verification of the contractor's work performed as part of the contract associated to the work order.
• WO Cost: Enter the work order cost.
• Equipment Cost: Enter the equipment cost.
• Labor Cost: Enter the labor cost.
• Material Cost: Enter the material cost.
• Permit Cost: Enter the permit cost.

The Cycle section of the Details tab allows you to search for cyclical work orders.

• Repeat: Select how often the work order cycle repeats.
• Units: Enter the number of units for the cycle interval.
• Period: Select the time period for the cycle interval.
• Repeat From: Enter a date to repeat from.
• From Cycle: Select Yes or No to indicate if the work order is cyclical.

The Printing section of the Details tab allows you to search for printing dates of the work order.

• Printed On: Select Null or Not Null to indicate if the field value is null, or select the check box to the right of the field to search for work orders scheduled to print within a certain date range.
• Next Print Date: Select Null or Not Null to indicate if the field value is null, or select the check box to the right of the field to search for work orders scheduled to print within a certain date range.

Task tab

• Response: Select a response type.
• Assigned To: Select the name of the individual the task was assigned to.
• Status: Select the status.
• Shop: Select a shop.
• Permit No.: Select the permit number.
• Comments: Enter any comments related to the task.
• Projected Start: Enter the projected start date.
• Projected Finish: Enter the projected finish date.
• Actual Start: Enter the actual start date.
• Actual Finish: Enter the actual finish date.
• Rework?: Select Yes or No to indicate if the work for the task had to be redone.
• Continue: Select Yes or No to indicate if the work for the next task can proceed.

Custom Fields tab

• Category: Select a category for the custom fields. The additional fields that show vary depending on the selected custom field category. Enter the desired search criteria in those fields.
• Custom Fields Visible in Search Results: Select the custom fields to show in the search results. The list varies depending on the selected custom field category.

Labor Fields tab

• Labor Name: Select an employee.
• Group Name: Select the name of the domain group.
• Start Date: Enter the start date.
• Finish Date: Enter the finish date.
• Trans Date: Enter the transaction date.

GIS tab

• Entity ID(s): Select the entities to search for work orders attached to them. This field shows the entity IDs after they are manually added below.
• Feature ID(s): Select the features to search for work orders attached to them. This field shows the feature IDs after they are manually added below.
• Feature, Object, or Other: Select if the asset is a feature, object, or other.
• Select a group: Select the asset group.
• Select a type: Select the asset type.
• Entity Ids: Enter the entity IDs separated by commas.
• Feature Ids: Enter the feature IDs separated by commas.
• X Min: Enter the X minimum coordinate.
• X Max: Enter the X maximum coordinate.
• Y Min: Enter the Y minimum coordinate.
• Y Max: Enter the Y maximum coordinate.

All information added to the search shows in the Search Query panel.

The following fields are found on the work order search results toolbar:

NOTE: There is a maximum number of search results than can be shown, which is defined by the administration in Designer under Preferences. A warning appears when the maximum results have been reached.

• Work Order: Click to return to the work order search.
• Open Selected: Click to view or edit selected records. If no record is selected, this does nothing.
• Open in ELM: Click to view ELM information for selected records. Records must be selected for this.
• Calendar: Click to view the search results in a calendar format. See Calendar for more information.
• Map View: Click to view the search results on the public map. See Public Map for more information. Click Grid View to return to the list.
• WO Frequency: Click to view work order frequency for this search.
• WO Entities: Click to view the entities associated with the work order. See Work Order Entity Search Fields for more information about the fields.
• Data: Click to view more options.
• Summarize: Click to summarize the data.

NOTE: To summarize data, you must first group the data by dragging a column header to the top of the Search Results panel.

• Combine Selected WOs: Click to enter the ID of the work order that you want to move the work orders to.
• Expand/Collapse: Click to expand or collapse rows if you have sorted the search results by at least one column.
• Print: Click to print either the Selected records or the Current Page. See Print Work Order Search Results for more information.
• Export: Click to export the search results.
• Map: Click for more options. Gray map pins are used to mark the location for each record. The green map pin marks the record that is currently selected. Also, if you hover the mouse over a record in the search results list, the pin for that record turns green. The map pin marks the geocoded location.
• Highlight: Click to highlight assets attached to the selected records.
• Remove Pins: Click to remove pins from the map for the selected records.
• Refresh Pins: Click to refresh pins.
• Route: Click to view the route to the work order on the map. The map must be open first for the route to appear.
• Refresh: Click to refresh search results.