Agenda Guide

The agenda allows you to visualise all the work orders whether they are active or not. The agenda shows both on-demand and scheduled work orders.

To access the work orders agenda go to the main menu and click on the "Agenda" tab.

After selecting the option, the agenda will appear. On-demand work orders appear if they are being executed, and scheduled work orders appear if they are available for execution, or being executed. In addition, the work packages will also be visible.

Only active work orders will appear by default. This happens because, by default, the “Active” option is selected.

If you want to see the work order history just click on the status button and choose the option “History”.

You can also select the “Filter” option to filter the work orders shown in the table.

A new window will appear on your screen and there you are going to be able to filter your work orders by:

• Status
  
• Creation date
  
• Site and Element
  
• Labels
  
• Assigned to
  
• Executed by
  
• Approved by
  
• Parent site and parent element
  
• Root site and root element

To search for a specific work order, simply click on the magnifying glass icon in the top right-hand corner of the agenda. 

To add a new tab to the agenda, just click on the "+ Add" button at the top of the table.

A new tab is created. To edit the name of the tab, click on the three-dot icon. 

Then select "Edit".

You can then customize this new tab by choosing which information will be displayed and in which order. 

You can organize your agenda by showing, hiding, or rearranging the order of certain columns. To do this, click on the table three dots icon.

Then select the "Visible Columns" option. 

A side window will appear where you can select which columns you want to be shown in the table.

Using a drag-and-drop system, you can also change the position of the columns.

To change the agenda to calendar view mode just click on the "Calendar" icon.

Once you have selected the calendar you will see the work orders (including canceled or completed ones) distributed by their respective dates. 

To change the timeframe of the view, simply click on the button in the top left-hand corner of the calendar and switch between "Day", "Week", or "Month".

To return to the table view, simply click on the table view icon.

The agenda can also be exported if required. Click on the table three-dot icon.   

Then, select "Download". 

Then you can choose whether you want to download it in PDF or Excel.

Choose one of the options and the download will start. 

If you have any questions please submit a ticket to request technical support.