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View Vendor Data

availability
Platform:WebMobile
Plan Type:BasicEssentialPremiumEnterprise
User Type:RequesterFull UserAdministrator

This article explains how to view a vendor's work order history.

View a Vendor's Work Order History in the Web App​

In the MaintainX web app, the work order history includes a list of work orders that you can filter and specify the date range for. Administrators can also see a Created vs. Completed chart for the work orders in the list.

To view a vendor's work order history:

  1. From the sidebar, select Vendors.
  2. Select the vendor whose work order history you want to see.
  3. In the details pane, navigate to Work Order History.
  4. Select the (Settings) to change the date range for the work order history.
  5. Select the (Filter) icon to filter the work orders included in the work order history. For example, you can filter by status or due date.
  6. Select Apply to enable the changes.

Work Order History Chart​

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Only Administrators can see the work order history chart. Full Users can't see the chart but can use filters to control which work orders appear in the work order history list.

The work order history chart shows the number of work orders created and completed in the date range.

The work order history chart for a vendor
The work order history chart for a vendor
  1. Hover over any dot in the chart to see the total number of work orders created and completed for that period.

  2. Select any dot in the chart to display a list of work orders for that specific period.

    • You can toggle the list between Created and Completed work orders.
    • Select any work order in the list to view its details.

Work Order History List​

The vendor's work order history list shows all the work orders for the vendor in the date range, after any filters are applied.

The work order history list for a vendor
The work order history list for a vendor
  • Select any work order to view its details.
  • If there are too many work orders to fit on the page, select Show More.

View a Vendor's Work Order History in the Mobile App​

In the MaintainX mobile app, the work order history includes a list of work orders. The most recently updated ones appear first.

To view a vendor's work order history:

  1. From the bottom navigation bar, select More.
  2. On the More Options screen, navigate to Product Features, and select Vendors.
  3. On the Vendors screen, select the vendor whose work order history you want to see.
  4. On the Details screen, select the Work Orders tab.