1 - All Phases

Shows all the phases attached to work orders you are assigned to (including PM phases)

2 - Scheduled Phases

Phases that are high priority (today’s to-do list)

3 - PM Phases

Shows all preventive maintenance (PM) phases

4 - Favorites

A collection of all the phases you starred

1- All

2 - Scheduled

3 - PM

4 - Favorites

WO / Phase #

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Creation & Assign Dates

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Phase Contact

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Priority Level (Urgency)

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Location

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Phase Description

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Phase Status

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Asset Number / Info Link

If PM

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Wrench Icon / Checkpoints

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Wrench Icon

If the wrench icon has the green dot, there are either no required checkpoint fields, or all of them have been filled out.

Asset Details

Click on the asset number from the work list to view asset details.

Asset Attachments

Asset details can include attachments, including PDF files and images.

Assessment Activity

From the Asset details window, you can add assessment activities (Renewal or Replace).

Notes Log & WO Notes

From the Assessment Activity window, you can add an optional note to the phase, which is saved to the phase Notes Log as well as the phase WO Notes.