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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Export Work Orders

  • Updated:

This article will detail how to export work orders so you can track your resources.

 

 

Instructions

  1. Navigate to the Work Orders tab.
    work order tab.
  2. Select the filters.
    work order filters.
    • Created Date: The date the work order was created
    • Due Date: The due date of the work order
    • Closed Date: The date the work order was closed
    • Assignee: The person the work order is assigned to
    • Category: The category the work order is tied to 
    • Status: The status of the work order
      • To Do: Work order that needs to be completed
      • Done: Work order that is completed
  3. Select the checkbox next to the ID to select the word order(s) you'd like to export.select work orders.
    • Note: Select the checkbox at the top of the list to check all boxes at once.
  4. Select the Export icon.
    export work orders.
  5. Select the Confirm button in the pop-up message.
    confirm export.
  6. Select the desired file format, then select Continue.
    export file type.
    • Note: Selecting a file type will automatically start the file download to your computer.
    • Note: The recommended file type is the Excel format (.xlsx).

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