Work Overview

A- Work Filters

This section allows you to check and uncheck boxes for the type of work records you would like displayed, allowing for easier navigation.

B - Add A Work Record Button

The add work button is what we’ll use to begin adding a work record. This opens a separate form where we can fill out work information. For more information see Adding a Work Record or Adding Multiple Work Records.

C - Work Overview

Here we have a brief view of a work’s information, and where to select work records. The record that you are currently viewing will be highlighted in green. There will be a colored dot to the left side of the panel, this indicates the current status of the work record and they are as follows:

• Yellow - The work has been requested, but not scheduled or completed

• Blue - The work has been scheduled and is not past its scheduled date.

• Red - The work is 30 days past its requested date or 1 day past its scheduled date

• Green - The work has been completed

D - Information Tabs

These are used to flip between different sections of the site screen. In order they are site, calls, work, benefits, and archive information.

E - Edit Work Button

If you need to edit or delete a work record press this button. For more information on deleting, see Deleting a Work Record.

F - Print Work Button

This allows you to print the data of the selected work record.

G - Work Information

A selected work record will show all its information in this pane, including a link to an associated call if applicable.