Screen Reference > Toolbar (top bar buttons)

The buttons on the main window toolbar enable you to quickly perform common tasks, most of them relating to the lists opened by the buttons on the left bar.

Listing

•Add: Add a new entry to the selected list.

•Open: Open the selected list entry. (You can also do this by double-clicking.)

•Delete: Delete the selected entry.

•Find: Find an entry on any of the lists - no need to display the list first. If you have the barcode support module, then you can also scan in identification numbers using this feature.

•Requests/Breakdowns: Process emailed/ web submitted work requests or create new unplanned work orders for maintenance requests or breakdowns.

•Workload: Review workload and resolve schedule conflicts, e.g. where people are not available for a job, or are required elsewhere - see Workload Balancing And Detecting Schedule Conflicts.

•Plan: Create and print (or re-print) pending work orders for any period - see Planning Report/ Print Work Orders.

•Feedback: A quick way of updating the status of multiple work orders for a selected period - see Fast Feedback.

•Email: Process staff emailed/ SMS text responses to work orders emailed to them - see Email Processing.