Simplifying Work Order Groupings by Parent-Child Relationship
Introduction
New feature: work order groupings by parent-child relationship.
Benefits: useful for managing multiple vendors, inventory/services, different trades on the same work order.
Enabling the Feature
Access global settings as an admin.
Turn on "show parent child work orders" for specific user roles (e.g., admins, operations, collaborate).
Setting Up Parent-Child Relationship
Navigate to a work order and scroll down to find "connected work orders."
Choose to designate a work order as a parent or a child.
Associate child work orders to a parent work order by adding their IDs.
Managing Work Orders
View details of associated work orders (category, description, scheduled completion).
Disconnect and re-associate work orders if needed.
Easily access linked work orders through hyperlinks.
Visual Representation
Parent work orders are color-coded.
Grouping by parent-child relationship: parent work order color and associated child work orders.
Filtering Options
Filter to view only parent work orders or child work orders.
Simplifies navigation and organization of work orders.
Conclusion
Reach out to the customer support team for assistance or further clarification on utilizing the parent-child relationship feature for work order grouping!