Step by Step Instructions
It is actually better to see this information in a report from the Portal, or Power BI, or even from the Portal. The CLIENT is limited in the number of records it will be able to pull back.
1. From the Main Menu, go to Service > Equipment.
2. Expand the Red Chevron in the Search Field.
3. Enter your four-digit site number in the SITE field on the General Tab.
4. While still in the search functions, click over to the Groupings Tab.
5. Enter the Asset # in the Asset # Field and click the Search Icon.
The equipment record populates.
6. Click on the Service History Tab in the Lower Workspace.
- All work Order History is listed showing WO Type, Description and WO Status.
- The Request/RMA number hyperlinks into the Work Order.
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