WO> Maintenance> Queue
Summary
Work Order Queues are user defined groups of employees used to specify who is responsible for completing a work order or estimate. Queues are attached to work orders and estimates on the Work Order/Estimate Maintenance window (WO> Work Orders/Estimates> Work Orders/Estimates> create a work order/estimate> Assigned To field). You can then filter work orders or estimates by which queue they are assigned to.
Related Links
Click here for information on Work Order Maintenance.
Click here for information on Estimate Maintenance.
Step by Step
- The Queue Selection window will display all of the existing Queues in the application.
- Click the Delete icon
to remove a highlighted queue.- You will not be able to delete a queue that is attached to a work order.
- Highlight a queue and click the Modify icon
to edit the selected queue. - Click the Create icon
to create a new queue. This will open the Queue Maintenance window.
- Enter a Queue name. This is the name that will be used to recognize the queue when selecting it.
- This field can be up to 32 characters long.
- Once you save the new queue, you will not be able to modify this field.
- Enter an optional queue Description.
- The description field can be up to 128 characters long.
- The Queue Members section is used to add Springbrook users to the queue. You must have at least
one user attached to a queue.
Click the Create icon
to add a new user to the queue. This will open a list of users to select
from. The user information will display in the window.To delete a user from the queue, highlight the user and click the Delete icon
.
-
Click the Save icon
when complete.