Search Interventions
Interventions can be created in several ways, particularly:
- manually;
- through the Planner;
- using the Create Interventions from Requests or Planned Interventions procedure;
- from Mobile.
The document search form allows for the search of all documents in order to view, modify, and possibly delete them or proceed to the insertion of a new document; the window consists of a filter area and a result grid.
Once all desired filters are set, simply click the Search button present on the Ribbon bar to display the results within the result grid.
To open the details of a document, simply select it and double-click with the mouse, or click the Modify button (which allows entering the details and modifying them) or the View button (which allows entering the details and viewing them but without the ability to modify them).
See also:
Custom features, buttons, and common fields
Adding new fields in search forms
The specific buttons for this screen are:
Open linked invoice: if the intervention is Invoiced, it opens the linked invoice;
Change status: allows you to change the status of the selected intervention: