Work Order Search

This video discusses how to look up / find a work order within Bluestreak.

Video Text

00:04 So modules, work order, search by the user is going to remember your last search filter and this is the simple search, I'll call it the last time I was logged in, I was doing a work order search by number for the last six months and all I need to do because I'm under a modules tab, is hit the search button. So by work order number it's searching for all work orders for that criteria. So under that criteria you have, you know, work order, work order number, po number, part customer name or number park count, partway alloy process. There's a long list of basic simple built in search here on us. Basic searches here, she can pick between them. Now let's do a customer this time, and I'm not even showing my customer name on the screen, but that's OK, I'll show you that in a minute.

01:01 So if I do a customer search and I do a triple a customer name that contains triple a to have any work orders for the last six months, apparently not. Let's search for port or Portland. So there's. I'm finding my Portland tool and machine customer because a customer use on the site so you can search by name and it's a contained search, so let's do l a n d, which is part of their name. That's going to give me the same list in that search, so if I close this dream and reopen it later, next time I log in, whichever the case may be, it's going to have my customer name picked. Am I date range picked. Now you can do several things for the date ranges. We have pre-built date ranges today, yesterday, which is yesterday's orders and today's entered days three days a week, two weeks, three weeks, one month, six weeks and out to 10 years.

02:01 If you're very active, heavy user, I wouldn't recommend searching work orders for 10 years for the life of me unless you have time because it's going to then how many orders you have. It may take a bit to bring all that returns, but so pick your date. Range of politically don't over search. You know what I mean by that? You know, if I'm only looking for stuff in the last two weeks, use a two week time window. The data, I'm just using six months under site because they don't enter a lot of orders. Here's just for testing. So it's pick your date range applicably to what you're going below that which does override. If I wanna do an older search now, let's say I want to do, might want to change my dates are wrong, but January of 15, 2015 through June of 2016, 16 by the criteria of land in the name contains.

02:57 If the search it's going to search work orders that are older than that range. So it's searching now. It overrides the pre selected date and then you're, you're doing the calendars or the dates to um, filter for things that are older. Maybe more applicable surgeon. I don't want to see anything current llc, old stuff on other capabilities you can do under this initiative. Simple combination of things. I want to see all orders containing land for the customer name that are from that time span that are invoiced, have a status of invoice. To shorten up my list are in process now that might be on the applicable, but yet is different lists of parts. Now was filtering by the simple statuses on our order at this point in links or statuses here, there's an in-process simple stats and I'll explain that in another video. There's a wip work in process and web history.

03:55 All these are hot links from this page, or if I want to look at the wip for this particular job, I just click on a link and there's my whip for that particular job. I closed the tab. It's opening that up because I haven't selected here on the left, open in new window. When I click that, it opens it up in a new window that keeps my search string in front of me and I can open the item up in a new window so I can look at the web history. Now if I just want to get to the work order, couple of. There's two directions I'll show you. Your one is the work order number. Highlighted and underlined, mostly underlying is a link hyperlink to the work order that will open the work order general page. Another way to open that order is select.

04:41 I mean by select is clicking on the road to select that row. Now I want to go to the process page of that work order. So instead of opening the work order to the general page, I just click directly on to the process page in the navigation of the work order, open it to the work order process page saving me some clicks all the time because I have this checked open in new window. It keeps this window open so I can manage this more applicably. Um, and that, just a quick overview of this stuff. I'm always remember if you have questions to help requests, thanks are here and, or you know, whatever you need there to help requests. And we'll get back to you as quickly as you can.