Selecting work orders linked to jobs

Only you have the ability to add work orders to your personal work order list. When you use a work order on a time card for the first time, e-timecard automatically adds it to your personal list.

When you search for work orders as described below, you have the option of looking up from your personal list or the list of all company work orders.

To select a work order linked to a job

1. On the Edit Time Card screen, enter the work order in the Work Order (user-defined label) field. When you save or submit, e-timecard automatically adds the linked job on the same line.

2. If you need to look up the work order, click to the right of the Work Order field. The Look Up Work Order (user-defined label) screen appears, showing all work orders in your personal work order list.
   
   If you see the work order(s) that you need, skip to step 8 or step 9. If you need to refine your search to find the work order(s) that you need, continue with the next step.

3. Enter one or more search criteria. Your choices are: work order code, work order description, job code, job description. If you clicked from a line that already had a job, then that job defaults as a search criterion, but you can change it.
   
   Hints: You can enter partial information in a search field, such as 1 to retrieve all work order codes that begin with the number 1, or %1 to retrieve all work order codes that contain the number 1. You can leave all search fields blank to retrieve all work orders.

4. You can click the Search from Work Order master (user-defined label) check box to search from all company work orders. If you leave this check box turned off, then your search will retrieve work orders only from your personal list.

5. Click Search to retrieve work order records that match the criteria you entered. The search results appear in the bottom section of the screen, which includes a count of the number of records found.

6. If necessary, scroll to find the work order(s) that you are looking for.

7. If you want to add the linked jobs for the work orders that you select to your personal job list, click the Add selected Work Order(s)' Job(s) to personal Job list (user-defined label) check box.

8. To select a single work order, click Select to the left of it. The Edit Time Card screen reappears with the work order and its linked job added to the time card. If you selected to add the work order's job to your personal list, then the job is now available for selection from the Job (user-defined label) dropdown list.
   
   Note: If you clicked from a line that already had a work order and/or job, then you can select only one work order to add to the time card at this time. e-timecard automatically overwrites the work order and job on the line with the work order and its linked job that you select here.

9. To select multiple work orders:

1. Click on the check box for each work order that you want to add to your time card.

2. Click OK. The Edit Time Card screen reappears with each work order that you selected and its linked job added to a separate time card line. If you selected to add the work orders' jobs to your personal list, then the jobs are now available for selection from the Job dropdown list.
   
   Note: Your administrator can set up work orders to be linked to only one job, or to multiple jobs. If you retrieved a work order that is linked to multiple jobs, then you will see a separate line for each work order/job combination on the Look Up Work Order screen. If you click multiple check boxes, then e-timecard adds each work order/job to its own time card line, so if you select the same work order more than once but with different jobs, then e-timecard adds the same work order to multiple time card lines, with a different job on each line.