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Work Order Configuration
Step-by-Step Guide to Creating a Custom Work Order Status:
Work orders still go through the same life cycle (i.e., In Progress, In Review, Closed), however, we now have the ability to rename those statuses in order to suit the terms used by your Housing Authority’s custom needs.
1. Navigate to your Home Dashboard > Maintenance > Work Order Configuration Note: If you do not see this tab, and think you should, please reach out to the person on your team who is in charge of user permissions to give you this permission.
2. Click on the “Work Order Configuration” tab.
3. From the Work Status section, click “Add New”:
4. Fill in the required fields:
- Name: This will be a new status available.
- Status: This is the default Doorways status that can be replaced with the new status.
- Description: Optional description of the status meaning:
5. Click “Save.”
6. Success! You have added a new Work Status.
7. To “order” the list of statuses available during each default stage, you can use the “dragging” tool (A).
8. To “disable” a custom status, toggle (B) it from green to gray.
9. To “delete” a status, click the “delete” icon (C).
Note: Default Doorways status’ cannot be deleted or edited.
Step-by-Step Guide on Adding Vendors and Contractors:
1. Navigate to your Home Dashboard > Maintenance > Work Order Configuration Note: If you do not see this tab, and think you should, please reach out to the person on your team who is in charge of user permissions to give you this permission.
2. Click on Work Order Configuration.
3. From the Vendors and Contractors section, click “Add New”:
4. Choose whether it’s a Vendor or a Contractor by clicking on the round radio button next to the company (vendor) or name (contractor).
5. Fill out the necessary fields:
6. Click “Add New Rate.”
7. Enter an hourly rate.
8. Click “Save New Rate” or “Cancel New Rate” to cancel the rate. Note: A rate is required in order to save the Vendor or Contractor.
9. Add as many rates as you need to. They will all be available to select from when adding them to the work order cost section.
6. Click “Save.”
7. Success! You have added a new vendor or a contractor!