Track for Orders

Overview:

This article provides comprehensive instructions for tracking and managing work orders in the Xemelgo app, including viewing, filtering, sorting, editing, adding locations, expediting, and marking as completed.

Instructions:

To begin tracking your work orders, tap Track under the Looking for something? section of the Orders user interface.

To change how your work orders are displayed, tap on the dropdown to the right of View. 

Then, you have the option to view your work orders by either Order, Part, or Location. 

To filter for specific work orders, tap the Filter icon.

Then, select a Field and a Comparison value to filter by.

To add a filter, tap the "+" to the right of Add Filter.  

To sort work orders, tap Sort.

Then select a value to sort by. 

Once you have selected a value, tap Done.

To view more details about a specific work order, tap the Black arrow.

After tapping the Black arrow, the work orders Order Number, Tag Number, Due Date, Last Updated, PO Number, and Customer information will be displayed.

If you need to expedite the work order, tap Expedite. 

Note: Users can subscribe to Expedited Alerts to receive a notification every time an order has been marked as expedited. 

Note: To learn more about Expediting a work order, view our comprehensive Instruction Video.

To edit work order details, tap the "..." 

Then tap Edit Order. 

If you scroll up on your device's screen, a table titled Order Route will be displayed that shows the Stage and the Duration the work order spent on that stage. It also reveals the work order's Order Progress.

Note: Users can subscribe to Idle Alerts to receive a notification every time an order has been sitting at a location for an extended period of time.

To add a location to the Order Route, tap Add Location.

Then select a location from the Blue dropdown and tap Save.

To locate a work order, tap Find to connect to an RFID Handheld device that will help you find the order.

Note: If the RFID handheld device you are attempting to use has not been onboarded to the Xemelgo app before, please consult the Onboarding an RFID Device section of the Xemelgo knowledge base.

If the work order has been completed, tap the Mark as Completed option. 

To confirm that the order has been completed, tap Yes, Mark as Complete.