Rebuilding/Downloading PDF

There are several reasons a user would want to rebuild/download a completed work order. For example, if any edits/changes to the work order occur after the work order has been completed, the user would want to rebuild it. NOTE: If a user edits/changes a completed work order, the PDF will NOT represent the latest update(s) until the work order is rebuilt. Perhaps the user simply wants the PDF for reference or some internal metrics, in this case download the PDF.

Rebuilding a work order PDF:

To rebuild the PDF of a completed work order, there are 2 locations where this can be done.

1. Dispatch Screen: If changes have been made to a completed work order, click on the 3 dots in the upper right of the work order in the Complete column. TIP: If the user's screen is in Table view, instead of Card view, click the 3 dots to the right of the desired work order. Once the drop down menu appears, click on the [Rebuild PDF] button. This will rebuild the latest PDF with the most up to date information and automatically download it to the user’s computer. This new PDF replaces the old one and will be the one downloaded at all future downloads unless rebuilt again.

2. History Screen: Click on the 3 dots to the right of the desired completed work order and select [Rebuild] to rebuild the work order with the latest up to date information and automatically download the PDF to the user's computer. This new PDF replaces the old one and will be the one downloaded at all future downloads unless rebuilt again.

Downloading a work order PDF:

If a user simply wants to download a PDF, there are 2 locations where a user can do this.

1. Dispatch Screen: A user can select a work order from the completed column by clicking on the desired work order card. Once the details of the work order pop up, click the 3 dots in the upper right corner and select [Download]

2. History Screen: to download a PDF of a completed work order, within the History screen, click on the 3 dots to the right of the desired work order and select [Download]