2.1 Work overview
Start your work by clicking on the ORDERS icon (wrench) on the far left edge of the Workheld Flow Windows app.
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If all work steps of a work order are planned at the same time, only the work order is displayed in the calendar view - you can see from the small symbol in the bottom right-hand corner whether it is a single work step or a work order.
2.2 Detailed view of projects / cases / standing orders
If you click on a project or case in the list view or on a standing order in the standing order view, you will see an overview of all associated work orders. In this overview, you will also see basic information about the customer. Click on the work order you want to execute to obtain detailed information.
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You can navigate back at any time by clicking on the vertical bars (All projects / Cases / Standing orders) on the left-hand side of the list of work orders. |
2.3 Detailed view of work order
The work order overview gives you an overview of all the work steps that are part of the work order. You can see your work location in large format on the map.
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Here too, you can move back in the hierarchy at any time by clicking on one of the vertical bars on the left-hand side of the list of work steps.
2.4 Detailansicht Arbeitsschritt
In the overview of the work step, you will find a description of the work step, the planned work period and a contact with telephone number.
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Here too, you can move back in the hierarchy at any time by clicking on one of the vertical bars on the left-hand side next to the detailed information on the work step. |
2.5 Detailed view of work step with checklist
A checklist can be attached to a work step, which can be displayed and processed in the overview for the work step.
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