Skip to main content
Eptura Knowledge Center

Work Order Search

  1. Last updated
  2. Save as PDF
Use filters to find specific work orders or groups of tickets

Introduction

This guide shows you how to use the Work Order Search feature. Work Order Search can be used at the Enterprise to search for work orders system-wide, or at the Facility level, to searches for work orders in one specific facility.

Definitions

Enterprise Level: provides access to details related to all facilities

Facility Level: provides access to details within a specific facility

Resource: an individual who performs maintenance work

Instructions

  1. At the Enterprise or Facility level, locate the Work Order Search panel on the left side of your screen.
    image.png
  2. Click on Work Order Search to open the screen. By default, all open work order statuses are pre-selected. You can now simply hit "Search" to see all open tickets.
  3. Select filter boxes to locate specific work orders. After selecting filters, hit "Search" and the results display at the bottom half of the screen. Use the keyword search or a search filed in each column header to further filter through your results. The less you filter, the larger your results.
    image-1.png

The following filters are available and here is what they mean:

Facilities: This filter box will only appear if you are running a Work Order Search from the Enterprise level. This list contains all the facilities in your Enterprise. You may see one or more. Click in the check box beside the name of the Facility you wish to search. If you do not select any of the boxes, it will generate results for all the facilities in the list.

Due Date Range: Search for Work Orders that have a due date in a specific date range. If this field is left empty, it will search for all Work Orders across time.

Generated Date Range: Search for Work Orders that were generated (i.e., initiated) in a specific date range. If this field is left empty, it will search for all Work Orders across time.

Work Order Type: A Work Order is associated with Equipment, Location, or Vehicle. Click in the check box beside the name of the Type you want to search. If you do not select any of the boxes, it will search results for all three Types.

Demand/PM: Choose between the two types of Work Orders in the Hippo software. Demand Work Orders refer to anything unplanned or unscheduled. PMs are Scheduled Work Orders, also known as Preventative Maintenance. Click in the check box beside the name of the Type you want to search. If you do not select any of the boxes, it will search results for both types of Work Orders.

Work Order Status: Search for Work Orders based on Work Order Status. The list of Work Order status includes:

“Not Started, Overdue, On Hold, Completed, Rejected, In Progress, Waiting for Quote, Waiting for Invoice, Pending Review, Waiting for Parts” 

Click in the check box beside the name of Work Order Status you want to search. If you do not select any of the boxes, it will search results for all Work Order Status.

Work Categories: Search for Work Orders based on Work Categories. Click in the check box beside the name of the Work Category you want to search. If you do not select any of the boxes, it will search results for all Work Categories.

Assigned Resources: Search for Work orders based on the Resources associated with your Hippo software. Click in the check box beside the name of the Assigned Resource you want to search. If you do not select any of the boxes, it will search results for all Resources.