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Drilling into an Event Type

Updated

Click any card to open its table in the detail area.

Clicking Late Invoices fills the card red and opens the Late Invoices table on the right.

Every table has the same controls:

  • A heading with the event type name.
  • A Search… box. It matches the client name, property name, property address and technician, plus type-specific fields — the invoice ID for Late Invoices; item name, description, item number, item type and tags for Low Inventory; equipment name and status for Equipments. The list refreshes a moment after you stop typing.
  • Sortable columns — click a column heading to sort, click again to reverse.
  • Pagination (Previous, page numbers, Next) at the bottom right whenever there are more than 10 rows.
  • A Rule Triggered column on most tables, spelling out the condition that caught the row (for example Greater Than 0 days late).

Most rows also carry a blue (See Visit Details), (See Details) or (See Item Details) link that opens a pop-up with the full record.

Columns by event type

  • Readings — Client, Visit Finish, Property, Technician, Reading, Value, Rule Triggered.
  • Dosages — Client, Visit Finish, Property, Technician, Dosage, Value, Rule Triggered.
  • Short Visits / Long Visits — Client, Visit Start, Property, Duration, Type (Route Visit or Job Visit with its ID), Technician, Rule Triggered.
  • Missed Work — Client, Date Missed, Property, Type (Missed Job, Skipped Route or Shopping Item Not Installed), Technician, Missed Work (the job ID and amount, the skip reason, or the item).
  • Too Far Away — Client, Visit Date, Property, Type, Feet Away, Technician, Rule Triggered.
  • Equipments — Client, Equipment Name, Property, Expiration, Status, Rule Triggered.
  • Late Invoices — Client, ID, Total Amount, Balance, Last Viewed (or – Not Viewed Yet –), Days Late, Rule Triggered.
  • Low Inventory — Catalog Item, Description, Count, Item Type, Tags, Rule Triggered.
  • Office Notifications — Client, Date Time, Property, Type, Technician, Data Value (the note, the attention items marked, or the media).

The details pop-ups

  • Visit Details (route visits) — the client and property with a map showing the property and the technician’s Check-IN and Check-OUT points and how many feet away each was; Start, Finish, Assigned To, Completed By and the technician’s Comments; the visit’s Readings (with Past Readings (for LSI) where relevant), Dosages and Checklist Items; and Before, After and Review media. Click any photo or video to view it full size.
  • Job Details (job visits) — the same map and check-in/out distances, plus Title, Approval Status, Job ID, Scheduled Date(s), Scheduled Total Duration, Visit Start / Finish / Duration, Completed By, Instructions, Client Notes, Tech Comments and Total Amount.
  • Missed Job, Skipped Route Visit and Shopping Item Not Installed — the equivalent summaries for the three kinds of Missed Work row.
  • Equipment Details — Name, Status, Expiration, Description and the equipment’s media.