Work Orders Master List Overview

The Work Order list displays all WOs that have been added to the RTA software. This list gives you the option to view lines and can be viewed as a whole or filtered using sorts and customized columns. As well as to export the master list are available.

Refer to Master List Functions TOC for instructions.

Refer to Create Work Orders for instructions to create work orders

This article will cover the various columns that can appear on the WO Master List as well as actions that can be taken while viewing the list.

Searching the WO Master List

The search bar at the top of the master list will allow the user to search by specific datasets.

Search does not exclude fields and may have multiple results. For example, if a asset is numbered as 1 and that is also the facility number for the WO the system will return results for WOs assigned to Facility 1 as well as any Assets with 1.

To search do the following:

Enter the data to search in the search bar
The list will re-display with all the line items that contain a matching result

Refer to Customizing Lists for instructions on using filters.

Columns appearing on the WO Master List

There are a number of columns available for display on the WO Master List. These columns can be sorted and some even be filtered. The description of each is listed below. Users can use the “Column Chooser” option to remove or add columns. Refer to Customizing Master List Columns for instructions on doing so if needed.

Expand to see the list of columns available

Column Title	Purpose
Facility	Facility assigned for WO
WO	Unique number assigned to the work order
WO Status	Status of the vehicle in the WO. Refer to Work Order Status
Vehicle Facility	Facility where the asset/vehicle is assigned
Vehicle	Vehicle that is assigned that the WO is for
Customer Facility	Facility number where the customer is assigned
Customer Number	Unique Identifying number for the customer
Customer Name	Name of Customer
Priority	The priority number assigned to the WO (you can view/edit priority codes in, Maint. & Repair> Settings> Priority
Status	The status of the WO
Shop ID	The unique number for the Shop ID where the WO resides
Notes	The notes for the WO
Vendor	The Vendor listed on the WO
Vendor Facility	Facility number for the Vendor
PO Number	The number for an attached PO
Reason Code	The reason code assigned to the WO (you can view/edit priority codes in, Maint. & Repair> Settings>Reason
Vehicle Department	The department for the vehicle
Vehicle Make	The Make of the vehicle
Vehicle Model	The Model of the vehicle
Vehicle Year	The year of the vehicle
Created Date	Date when the WO was created
Close Date	The date the WO was closed
Completed Line Count	The amount of lines that have been completed on the WO
Created By	The user that created the WO
Invoice Number	The number of the invoice for the WO
Invoice Date	The date the invoice was created for the WO
Labor Account Code	Account code for labor
Line Count	The number of lines on the WO
Outside Account Code	Account code for outside work
Parts Account Code	Account code for parts
Shop Supplies Account Code	Account code for shop supplies
Start Date	Date the labor started on the WO
Tax Account Code	Account code for taxes
Transaction Count	Total number of transactions for WO

WO Statuses

Status Title	Meaning
Open	The WO is open
Closed	The WO is closed
Ready For Review	The WO is completed and waiting review for closure

Actions that can be performed on the WO Master List

There are multiple actions that can be taken from the Work Order Master List at the click of a button. Below is a list of actions that can be performed from the list. Detailed instructions for each may be located elsewhere and a link to the appropriate article will be provided.

Adding a Work Order to RTA - Refer to Create Work Orders
Customizing columns - Refer to Customizing Master List Columns
Exporting the list to Spreadsheet or PDF - Refer to Exporting a Master List
Viewing Work Order Details - Clicking a line item will open up the Work Order.