Additional Functions

Right clicking on a (work order) task's rows open up the action menu, that lists down several options available for the task.

View Summary

To view a task in detail, simply click on this option to open up the Order View Popup.

Promotion Button

This button is named and presented differently for (work order) task's in different states, and allows promoting the task to the next phase. Learn more about task promotion here.

Pause Button

This button is only available when the task is in progress, and acts as a shortcut to pausing the task via a work log. Learn more about task promotion and pausing here.

Email

This option opens up a menu that displays several emails where a copy of the inspection/task can be emailed to. If needed, a custom email option to send email to multiple custom emails at once is also available.

View Summary as PDF

This action opens up the task in PDF format on a new browser tab.

View Summary as HTML

This action open up the task in HTML format on a new browser tab.

Print Summary

This action opens up the order in print format on a new browser tab. This action is available on all tabs

Journal

This action opens up the Journal Popup, where user can view changes to the task and email dispatches against the task.