For work orders and service orders, you can enter your own order types and set colors for these to easily distinguish different types of work.
Admin permissions are required to create order types.
To add order types
- Go to Group settings.
- Select Work order settings or Service order settings. Settings can be done on one or both places and can be different for work order and service order.
- Scroll to the bottom of the popup.
- Enter a name for the order type. Select color from the stripe and dot (1). Color (2) is text color and does not need to be set.
- Click + Add order type to enter more.
- Click Save.
Where is order type displayed?
A new dropdown field is added to the order. Here you choose the order type, if desired.
The color you selected will appear as a dot after the order type on the order.
The color you selected will also appear in the list views.
Below is an example from the work order list. The field to the right of the green status field (see number 1 in the picture) shows the color of the order type. The field on the left (2) is, as before, the color for your custom status.
Search orders with a certain order type
Click on filter (the tick to the right of the search field). Mark the order type you want to search for.
Planner settings
Requires admin permissions.
In Planner settings – View settingsyou can control whether you want to use the colors of the order types as background colors instead of the standard colors.
If you choose this setting, it overwrites the default settings with the technician’s color as background in Calendar and the order status in Resource.
- Set order type as background
NOTE! There are more types that can affect the colors in the planner. Read about booking types.
