In the work order tab (table view), I have our work orders set up in the order in which they are due. On the rare occasion that the work order goes “overdue” the date’s font turns red. Is there any settings to make it turn yellow (or just something other than black) like a day or two before the due date? Just so one can see at a quick glance the work orders that are getting ready to be due. Thanks in advance!
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To my knowledge, this doesn’t exist. I wish it did, because being alerted only when something becomes overdue is already too late.
Not a perfect system, but I got into the habit of checking a saved view with filter: Due Date = Next 7 Days. We also had a custom Looker dashboard that outlined jobs due within next 7 days per assignee so techs could just check the board if MaintainX filtering was too confusing for them.
To my knowledge, this doesn’t exist. I wish it did, because being alerted only when something becomes overdue is already too late.
Not a perfect system, but I got into the habit of checking a saved view with filter: Due Date = Next 7 Days. We also had a custom Looker dashboard that outlined jobs due within next 7 days per assignee so techs could just check the board if MaintainX filtering was too confusing for them.
I have my filter set up (on that page you are talking about) as “today”, “tomorrow”, “30 days”, and “overdue”. 30 days so I can see the big repairs coming due (quarterly, and annual, etc.), and be able to prep for that. I didn’t think about the dashboards as I don’t use them too often except to see each month how our ratios are doing.
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