Using the History Workspace

How to use the History workspace

The History workspace displays the closed work orders for the same location as the appointment you’re working, listed by service ticket number or job. All information in this workspace is view only – no changes can be made.

You can show history by division or location equipment. To view by division, select the divisions you want to show history for, click OK, then the Get More History button. The number of records shown is set in the Settings page. To view more historical records, click Get More History. The number of historical records that are retrieved is according to your setting in the Settings page.

Note: Changing divisions brings back only the first records according to the number of historical records option. 

To view by location equipment, select that option then, either scan a barcode or select the equipment from the list. Then, click Get More History. The work orders that had this equipment serviced appear.

You can expand and collapse information in this workspace – only areas that show the expand/collapse button have information to expand. If an attachment is available, an attachment icon appears so that you do not have to expand that section unless there is information there.