Estimate Work Orders Master List Overview
- Kevin Meek
- Kim Dyer
Accessing the Estimate Work Order Master List
To access the Estimate Work Orders Master List, navigate to:
Maint. & Repair ➝ Work Orders ➝ Estimate Work Order
The Estimate Work Order list displays all the Estimate 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 Estimate Work Orders for instructions to create work orders
This article will cover the various columns that can appear on the Estimate Estimate WO Master List as well as actions that can be taken while viewing the list.
Searching the Estimate 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 Estimate 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 Estimate WO Master List
There are a number of columns available for display on the Estimate 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.
Column Title | Purpose |
Facility | Facility assigned for Estimate WO |
Estimate Number | Unique number assigned to the Estimate Work Order |
Asset Facility | Facility where the asset/vehicle is assigned |
Vehicle | Vehicle that is assigned that the Estimate WO is for |
Customer Number | Unique Identifying number for the customer |
Priority | The priority number assigned to the Estimate WO (you can view/edit priority codes in, Maint. & Repair> Settings> Priority |
Status | The status of the Estimate WO |
Estimate WO Statuses
Status Title | Meaning |
New | The Estimate WO is New and Open |
Pending | The Estimate WO is Waiting for Approval |
Approved | The Estimate WO has been Approved and is waiting for Work Order Creation |
WO Created | Work Order has Been Created |
Closed | Estimate Work Order is Closed |
Actions that can be performed on the Estimate WO Master List
There are multiple actions that can be taken from the Estimate 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 an Estimate Work Order to RTA - Refer to Create Estimate Work Orders
Customizing columns - Refer to Customizing Master List Columns
Exporting the list to Spreadsheet or PDF - Refer to Exporting a Master List
Viewing Estimate Work Order Details - Clicking a line item will open up the Estimate Work Order.