Work Order Management

  1. See Pending Items when hovering over Pending Items icon in Dashboard

    See an event's Pending Items simply by hovering over the Pending Items icon in the "Requires Administrative Approval" area of the Dashboard, instead of having to click on each one to bring up the window with the detail.

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  2. 1 vote
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  3. Private comments

    Have the ability to add "private" comments that can only be seen by those working on a work order, and not those who submitted it. That way we can discuss a solution and have it remain attached to the work order without everyone seeing it.

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  4. Direct Link to Daily/Weekly Space Scheduler

    When using Weekly Space Scheduler, saving an event sends me back to calendar. I would like an option to go back directly to space scheduler.

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  5. "Public" column on closure overview screen is not intuitively connected to "Create Calendar Label" when adding a closure

    We created closures for our 2019 holidays. When they didn't appear on the espace calendar, we knew we missed checking a box.

    On the Closure overview screen, there is a column for "Public" but when editing the closure didn't see a checkbox called "public".

    We discovered that "create calendar label" when editing the closure equals "public" on the overview page.

    My recommendation is to add the word "Public" after "Create Calendar label" to make it move obvious. Thanks!

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  6. billing admin

    Would be nice to have billing admin not be able to make other changes. Accounting could just pay bill.

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  7. Better search ability in web app

    Right now there is only an option to "sort" PMs/WOs in the app (descending,ascending, etc). It would be nice to be able to actually search by typing in a word or a WO#. That would make things much quicker than scrolling through however many WOs one has to find the one you're looking for.

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  8. Reoccurring work orders that send email when has been completed.

    In the work order add the feature to allow the same thing to happen same time each week. Email is sent that it is completed.

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  9. Public Calendar Settings

    Default Calendar options are:

    Month
    Daily
    Agenda

    Could you add:

    Daily Item Scheduler

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  10. Approving events by adding "Select" feature

    Can we add a button that allows us to "Select" at the Final Approval state so that items that have no conflicts can be selected as a multiple group versus approving one by one?

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  11. Edit

    Good morning Karen, I hope you had a great weekend! With regards to your question, currently there is not a setting or function that would prevent a user form making a change to an event at a certain point prior to the event. However, this is a great idea! Please add your suggestion to "Post Idea", located under the "Help" drop-down menu on the top right of your dashboard so that others within the system can vote on it. Our development team monitors these regularly and considers them for future enhancements, especially those with 30+ votes. We are grateful for…

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  12. Calendar Flexibility for Bulletin Printing

    Calendaring: I use an 11x17 bulletin, printed landscape, separated into 3 panels, double sided printing. The calendar view/print I need is not landscape, but portrait. Further, I need to be able to “edit” what we copy and paste into the bulletin. Example: The SPR (Personnel) meetings ARE NOT opened to congregational participation. While I need the space booked and need history of meetings, I would not want it to appear on the calendar I print in the bulletin.

    In order to do a work around, I copy and paste the weekly calendar contents. The issue is I have a good…

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  13. Item Scheduler

    Select what type of viewing upper right and select weekly item scheduler from drop down select spaces and from their the next page will come up with you will upper left corner Event date: select calendar icon and from the drop down I would like to be able to hover over the month which a hand icon appears and click and the next page would be to select what month and then you can select the date you would like for an event.

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  14. Double-clicking should open an item

    Double-clicking on an item, such as in Settings, Basic, Spaces, should open the item. In the case of Spaces, double-clicking would open the item in the edit screen.

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  15. Add ability to edit a PM under List Maintenance

    We need the ability to edit an existing PM under List Maintenance

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  16. Cancel the override function for business with only one location

    We have one location with multiple rooms, spaces so the "override" is useless and only confuses those using the public calendar. If I disable the location, the our location is listed on EVERY SINGLE EVENT!

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  17. When adding new users, allow the TAB key to advance to the next field.

    When adding new users, allow the TAB key to advance to the next field. This will provide a more consistent experience since other screens use TAB to move the focus between fields.

    Thanks!

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  18. 1 vote
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  19. Right click drop down feature - to delete/cancel event

    in the grid view of the events page (Events -> Item Scheduler, will bring you to that view) I'd like to have a right click feature on events to be able to quickly cancel/drop a document/change the time without having to click and go into the full event itself. A follow up "are you sure?" kind of message will pop up and prevent from mishaps. Thanks!

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  20. 1 vote
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Work Order Management

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