When is a Phase marked as assigned with no people identified?
Description: This incident happens when user changes the Phase status to "Assigned"and forgets to assign the job to a shop person.
Answer: Click Edit on the Phase and click Load to select assignee, then click Done and Save.
How do I see a summary of transactions on a work order?
Description: The ViewFinder function provides a summary of all Work Orders transactions.
Answer: Click on the Work Order, click ViewFinder, you will see here all the transactions recorded.
How do I check outstanding Timecards before closing out a Phase?
Description: Timecards are generated and available for Supervisor approval after technicians record their labor hours and mark the Phase as Work Complete.
Answer: On your Workdesk, there is a channel called Approvals with a link for all available Timecards awaiting approval. Click on this link and either approve or reject outstanding Timecards.
