Work order quick view
When you are working with many work orders, you often need to quickly see what a work order is about, who it is for, when it is planned, and how much time is involved, without opening the full details each time.
The work order quick view is designed exactly for this.
The quick view side panel gives you a clear summary of a single work order while you stay on the search page. It helps you:
Check the most important details of a work order at a glance
Understand where and for whom the work needs to be done
See the status and the key dates of the work order
Compare estimated, planned and actual time
Perform a few key actions such as changing the status or opening related screens.
It is ideal for planners and back‑office users who need to go through many work orders quickly.
How the quick view opens
The quick view appears on the side of your screen when you select a work order by clicking on a work order line in the Work order search screen
Once you click, the side panel slides open and shows all main information of that selected work order.
Quick View Panel Header
At the very top of the panel, in the header you will see the work order name and reference number.
On the left side of the header, there is a close arrow icon. When you click this icon, the quick view closes. This is the quickest way to hide the panel once you have checked the information you need.
If the selected work order is part of a grouped work order, a linked icon appears in the header as well. This icon tells you that this work order belongs to a group. When you click this icon, a window opens with more information about the grouped work orders( its parent and child work orders).
Next to the linked icons you will see the work order name. It appears on the first line in the header.
If the name is very long, it is shortened with three dots at the end (for example: “Annual maintenance…”) to keep the header clean. If you move your mouse over the name, the full name becomes visible in a small pop‑up. This helps you recognize the work order immediately, even when the name is long.
On the second line of the header, you see the work order reference. This is a number that uniquely identifies the work order.
Quick view panel main body.
Below the header you will find the main content of the quick view. This is where you see everything that matters for understanding and following up the work order.
If there is a lot of information, you can scroll down inside the panel to see all sections.
Priority, Type, Status, and Technician Planning
At the top of the main body, you see three important pieces of information together:
Work order priority: Shows the priority of the work order (for example, high, medium, or low). This indicates how urgent the work is.
Work order type: This indicates how urgent the work is. This gives you a quick idea of what kind of job it is.
Work order status: The current status of the work order is shown as a button. From here you can change the status (for example from “Open” to “Planned”) by clicking on the status botton.
This is one of the most important actions in the quick view, because it lets you update the progress of the work order without leaving the work order search page.Technician planning: When the work order is in a phase where planning is relevant (for example, planning, execution, or completion), a pen icon appears next to the status. Clicking this icon opens a technician planning window for that work order. From there, you can see the technicians who will perform the job, the planned date, actual start time, planned duration, technician timesheets, and technician status.
Preferred users: You can also see the preferred users for the work order. The preferred user is the technician who is expected to handle this work order. This helps planners immediately see which technician is preferred for the job.
Dates and Times According to Status
Just below the priority and status, you can see different dates and times that are relevant to the current stage of the work order. Only the dates that actually exist are shown. If a date is not set, it is simply not displayed.
Depending on the status of the work order, you may see:
A suggested date: This is shown when the work order is still open or waiting to be planned, and there is a suggested date for execution. It helps planners to see when the work is ideally done.
A planned date: When the work order is already planned, you see the date and time when it is scheduled to be done.
An “In progress” date (start date): When the work has already started, you see the date and time when the technicians started working.
A completion date: When the work order is completed, you see when it was finished.
A cancellation date: If the work order has been cancelled, you see the date of cancellation.
A dispatched date: If the work order has been dispatched to the field, you see when it was sent out.
A workshop date: If the work order is related to workshop activities, you see the date on which it was sent to the workshop.
These dates give you a clear picture of the full life cycle of the work order: from suggestion and planning to execution, completion, or cancellation.
Info Before Starting, Description, and Internal Remarks
This section display briefing information of the work order:.
Info before starting: This section contains any information that is important to know before starting the job. For example, special access rules on site, safety requirements, or preparations that must be done in advance.
Work order description: Here you find the general description of the work order. It explains what needs to be done on site. This is the core explanation of the job.
Internal Remarks: This part contains extra notes that are meant for internal use (for example, for planners or back‑office staff). They are not necessarily shown to the customer, but they help colleagues understand context, agreements, or special conditions.
Location and contact information
Further down, you see a section about “Location and contact”. This tells you where the work will take place and who your contact person is.
In this section, you find:
The main location name: This is usually the site, building, or main location under which the work order is registered.
The location address: The physical address of the location, so you know exactly where the work has to be performed.
The work order contact person: The name of the person to contact for this work order on the customer side
The contact details (if available): When phone number, mobile number, or email address are available, they are shown with a clear indication. This allows you to reach the contact quickly and easily. Having this information directly in the quick view helps you decide who to call or email, or to simply confirm the address before dispatching technicians.
Installation information
In many cases, a work order is linked to a specific installation, such as a machine, device, or piece of equipment. The quick view contains a dedicated section for this.
Here you will see:
Installation name: The name of the installation associated with the work order.
If there is a warranty condition on the installation, this is also clearly indicated with a small warranty symbol. The installation name itself is a clickable link: if you click on it, a new tab opens showing the full installation overview. From there you can see more detailed technical information, other related work orders, and the history of the installation, while still keeping your quick view.Installation type: The category or type of the installation, so you know immediately what kind of asset it is.
Installation brand: The brand is shown when it is known (for example, the manufacturer’s name).
Installation model: The specific make or model is shown when available.
This section gives you quick technical context, so you know which machine or asset the work order is about, and whether it is still under warranty. It is particularly useful for planners and coordinators who need to see at a glance what is being serviced.
Planning and time overview
At the bottom of the quick view, you will find a small planning summary that compares:
The estimated time for the work order
The planned time
The actual time (time sheet hours already spent)
These three values are shown next to each other in a compact table.
Next?
You can read a lot more about work orders. Here are a few articles to start with: