The Worklist Tab:

The Work Lists tab is a powerful tool that allows you to manage your work orders in Aspen iProperty®. View Work Lists is a living report that updates real-time activity and gives you the flexibility to sort and filter work orders by selected search criterias.

View Work Lists Drill down to specific work order types by selecting from the drop-down menus or selecting the checkboxes or radio buttons for the following:

Work Order                               Include Closed Non Archived

Work Order Type                       Include Closed Archived

Status                                       Address, State, County and City

Vendor                                      Client

Date Search                              Investor

Client Due Date                         Team

Vendor Due Date                       Person

Include Open

Click Apply filter.

Click the plus Advanced Options to drill down further.

A list of filtered search results appears. As you complete each work order, the work list screen automatically remembers your filter so that you can continue working on the list of work orders.

• To reassign a work order to an internal team and person, select the checkbox(es) next to the work order(s) and select Reassign Work Order from the Actions menu.
• To update the status of bulk work orders, select the work order, work order type and the status from the drop-down menus. Check the box(es) next to the work order(s) and select Update Status from the Actions menu.
• To export to Excel, select the checkbox(es) next to the work order(s) and select Export to Excel from the Actions menu.

View Work Order Reports Drill down to specific work order reports by selecting data from the available drop-down menus:

Worklist Type                      Team

State                                  Property Person

County                                Asset Type

City                                    Type

Client                                 Status

Investor                              Occupancy

Between Dates                    Current Agent

Note: Your search criteria will change depending on the Work List Type you have selected.

The result returned from View Work Order Reports is different depending on the work order type and filters selected.

Note: You can export all lists to Excel.