{"id":9842,"date":"2023-02-28T13:30:01","date_gmt":"2023-02-28T12:30:01","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/?post_type=ht_kb&p=9842"},"modified":"2026-03-03T13:24:53","modified_gmt":"2026-03-03T12:24:53","slug":"symbols-and-colors","status":"publish","type":"ht_kb","link":"https:\/\/support.serviceprotokoll.se\/en\/kb\/symbols-and-colors\/","title":{"rendered":"Symbols and colors"},"content":{"rendered":"\n

The system has a number of symbols and colors as standard to make it easier for you.<\/p>\n\n

If you don’t see one or more of these symbols, you don’t have permissions for that part of the system.<\/p>\n\n

In several functions, you can click on the question mark (?) and an information box will pop up where you will get help with explanations of colors and symbols.<\/p>\n\n

\"Click<\/figure>\n\n

Colors<\/h3>\n\n

Dark blue color shows where you are in the Menu. Here you have clicked on Execute \u2013 Planner \u2013 Resource.<\/em><\/p>\n\n

\"Here<\/figure>\n\n

The colors in an order list<\/h3>\n\n

Green<\/em> \u2013 a future dateOrange<\/em> \u2013 startedRed<\/em>\u00a0\u2013 missed datePurple<\/em>\u00a0\u2013 performed\/ready for invoicingBlue<\/em> \u2013 performed\/invoiced<\/p>\n\n

When is an order started? That is, when does the color change from green to orange?<\/h4>\n\n

Work order:<\/strong> When you added a measure and saved.<\/p>\n\n

Do you want the color to change when you add articles or time and save? Select Work Order Settings – List Mode Settings – Set begun on added articles.<\/em>Writing a comment or changing contact information does not change the status.<\/p>\n\n

Service order:<\/strong> When clicking on Perform.<\/em><\/p>\n\n

Colors in the Planner and Timesheet<\/h3>\n\n

With admin permission you can specify custom colors for individual resources\/employees and colour-code the different time report types (e.g., time off, overtime, travel time).. Learn more here.<\/a><\/p>\n\n

\"Example
Image: Example from the planner where employees\/resources have been given distinctive colors.<\/figcaption><\/figure>\n\n

Concept<\/h3>\n\n

Planned\u00a0Order<\/strong> \u2013 this is a date when the order should be\u00a0executed.Booked\u00a0Order<\/strong> \u2013 a technician\/user should\u00a0execute the order and on a specific day and time booked.<\/p>\n\n

Assigned order \u2013 a technician\/user is assigned to an order and should carry out the order, alternatively is responsible for the order. Read here about Assign.<\/a><\/p>\n\n

Symbols<\/h3>\n\n
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\"\"<\/figure>\n<\/div>\n\n\n\n
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Contact order \u2013 CO<\/p>\n<\/div>\n<\/div>\n\n

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\"Symbol<\/figure>\n<\/div>\n\n\n\n
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Service order \u2013 SO<\/p>\n<\/div>\n<\/div>\n\n

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\"Symbol<\/figure>\n<\/div>\n\n\n\n
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Work order \u2013 WO<\/p>\n<\/div>\n<\/div>\n\n

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\"\"<\/figure>\n<\/div>\n\n\n\n
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Purchase order \u2013 PO<\/p>\n<\/div>\n<\/div>\n\n

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\"\"<\/figure>\n<\/div>\n\n\n\n
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Sales order \u2013 SA<\/p>\n<\/div>\n<\/div>\n\n

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\"\"<\/figure>\n<\/div>\n\n\n\n
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Quotation – Q<\/p>\n<\/div>\n<\/div>\n\n

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\"\"<\/figure>\n<\/div>\n\n\n\n
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Two-color work order<\/strong><\/p>\n\n\n\n

The narrow coloured stripe on the left of a work order indicates a Custom status<\/strong>. You can set the color and value for the status with admin permissions under Module Settings\u00a0\u2013\u00a0Work Order Settings.<\/em><\/p>\n<\/div>\n<\/div>\n\n

\"A
Image 1<\/figcaption><\/figure>\n\n

Search order, filter<\/strong><\/p>\n\n

Click on the symbol and you will see a number of different filters such as time interval, certain types of orders, assigned to a certain person, booked or not booked, etc. The filters are slightly different depending on the type of order in question.<\/p>\n\n

Click on Save Settings<\/em> if you want to keep the settings. The settings you have chosen will then appear in text just below the Search field. See image 2.<\/p>\n\n

You can also save your sorting<\/strong> choice (see Display mode – change the view<\/em>) by clicking Save settings.<\/strong><\/p>\n\n

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Image 2<\/figcaption><\/figure>\n\n
Save filter as Favorite<\/h5>\n\n

You can create favorites in all places where there is the option to set a filter and a Save Settings<\/em> button \u2013 To Do, Work Order, Service Order, Sales Order\u2026<\/p>\n\n

You can create as many favorites as you want and have room for them.<\/p>\n\n

Do this:<\/strong><\/p>\n\n