Work_History

Work History

Introduction

Work History is a crucial feature in the system as it contains all the historical data related to each job, making it invaluable for reporting and quality control. The Work History Details include a comprehensive description of the completed work, employees and contractors involved, materials and spare parts used, any delays that occurred, and the associated costs. This detailed information can be accessed through the View/Edit Work History window, providing a complete record of what has been done for each job.



Over time, the volume of work history in the system can become quite large due to the accumulation of numerous job records. It's best to set specific search conditions when using Work History to efficiently manage and search through this extensive data.

By default, the system displays data for the past 30 days, but you can filter the records to retrieve older history, up to 2 years, based on your specific criteria. This approach helps narrow down the information to only what you're looking for, improving efficiency and usability.

Filter Work History

In addition to its use for quality control and historical reference, the Work History can also be utilized to generate detailed work history reports. By applying various filters, you can customize and generate reports that provide insights into different aspects of the work performed, helping with analysis, trend identification, and decision-making. This flexibility allows for comprehensive reporting based on specific criteria, such as Skill, Date Ranges, Work Request Category, Description work types, employees, contractors, and room/item, or Sources...etc.


(Filter )Save as Default

Once you have selected your search criteria, check the "Save as Default" box.

This will ensure that the records will be displayed according to the saved filters the next time you access the Work History list. This feature helps streamline your workflow by retaining your preferred search settings for future use.


You can print the report either as a PDF or on paper. This flexibility allows you to save a digital copy for records or share it electronically, as well as produce a physical document if needed.

Learn More

For more updated information, please refer to the embedded user manual.

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