Summary

Work Order Queues are user defined groups of employees used to specify who is responsible for completing a work order or estimate. Queues are attached to work orders and estimates on the Work Order/Estimate Maintenance window (WO> Work Orders/Estimates> Work Orders/Estimates> create a work order/estimate> Assigned To field). You can then filter work orders or estimates by which queue they are assigned to.

Step by Step

1     Open the Queue Selection window (WO> Maintenance> Queue).

• The Queue Selection window will display all of the existing Queues in the application.
• Click the Delete icon to remove a highlighted queue.
  • You will not be able to delete a queue that is attached to a work order.
• Highlight a queue and click the Modify icon   to edit the selected queue.
• Click the Create icon to create a new queue. This will open the Queue Maintenance window.

2     Create a new queue.

• Enter a Queue name. This is the name that will be used to recognize the queue when selecting it.
  • This field can be up to 32 characters long.
  • Once you save the new queue, you will not be able to modify this field.
• Enter an optional queue Description.
  • The description field can be up to 128 characters long.
• The Queue Members section is used to add Springbrook users to the queue. You must have at least one user attached to a queue.
  • Click the Create icon to add a new user to the queue. This will open a list of users to select from. The user information will display in the window.
  • To delete a user from the queue, highlight the user and click the Delete icon  .
• Click the Save icon when complete.