Active Orders

Modified on Tue, 9 Jul, 2024 at 4:17 PM


Overview:


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


Instructions:


To begin looking at your active work orders, tap Active Orders under the Looking for something? section of the Orders user interface.


To change how your active 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 active 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 your active 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, and Last Updated information will be displayed.


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


Then tap Edit Order.

By scrolling up on your device's screen, a table titled Associated Parts will be displayed that shows the Part Number, Status, and Location information that is associated with the work order.


Additionally, a table titled Order Route will be displayed that shows the Stage and the Duration the work order spent at each stage. It also shows the 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 expedite the work order, swipe right next to 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.



If you are unable to locate the work order, tap Find to connect to an RFID handheld device.


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 work order has been completed, tap Yes, Mark As Completed.








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