Documentation

Work Orders

Requires. Work Orders Page with View on at least one location. Without it, this page returns a 403 and the Work Orders icon is hidden in the top navigation.

The Work Orders page is the company-wide queue of every work order across every customer — installs, service calls, disconnects, upgrades, troubleshooting visits, internal tasks. It's the dispatcher's and service manager's living worklist: find stalled work orders, reassign by the dozen, push due dates, and drill into any single one.

This is the cross-customer view. For a single customer's work orders, see Work Orders (per-customer).

Getting here

  • Click the Work Orders icon in the top navigation bar.
  • Or navigate directly to https://portal.securitytrax.com/{your-company}/work-orders.

Filters

Click the filter icon to open the filter flyout. Filters persist in your session and in the URL.

Section 1: Status, sort, and pagination (sticky at top)

Field Type Notes
Status Dropdown All, Open, Closed. Default: Open. Controls which subset is fetched — changing this is the biggest filter.
Sort by Dropdown Every column is sortable: ID, Task Type, Work Order Type, Assigned To, Due Date, Subject, Customer, Sale Date, Install Date, Created, Created By — each with ascending/descending. Default: ID descending (newest first).
Per page Dropdown 10, 25, 50. Default: 50.

Section 2: Date ranges

Four paired date-range filters:

  • Due date — From / To.
  • Created date — From / To.
  • Sale date — From / To (on the linked customer).
  • Install date — From / To (on the linked customer).

Use any combination. Blank = no date constraint on that axis.

Section 3: Multi-select pickers

Field Options
Assigned to Active techs on locations you have install-info permission for.
Office locations Locations you have customer-install-info permission for.
Task types Active note types.
Work order type Active ADT work order types.
Note is tagged Customer-note tags (only shown if any customer-note tags exist).
Customer is tagged Customer tags (only shown if any customer tags exist).
Sources Source values shown on customer records. Admins configure these under Sources.
Source Campaigns Source Campaign values associated with the selected sources. Admins configure these from each source's Source Campaigns page.

Section 4: Text & tri-state inputs

Field Type Notes
Work order number Number Exact match on the WO ID.
Customer is canceled Tri-state -- (any), True, False.
Customer is installed Tri-state -- (any), True, False.
Details keywords Text Full-text search on the work order's body.
Subject keywords Text Search on subject line only (faster than body search).

Applying filters

Click Submit at the bottom. Clear removes all filter criteria (resetting status back to Open) but keeps your current sort order and per-page setting.

Columns

Every column is sortable by clicking its header. Default is ID descending.

Column What it shows
WO # The work-order ID. Click to open the work order on the customer's Work Orders tab.
Task Type The note type (your company's catalog of task types).
Work Order Type The ADT work-order type, if applicable.
Assigned to The tech or user currently responsible. Unassigned if no one.
Due date When next action is expected. Overdue rendering highlights it.
Subject The work-order subject line.
Customer The customer's name. Click to open their Home page.
Sale date The customer's sale date — for context.
Install date The customer's install date.
Created When the work order was created.
Created by The user who created it.
Appointments How many appointments are linked to this work order.
Tags Comma-separated tags on the work-order note (only shown if you have Tags with View for work orders).

Pagination

Standard per-page pagination (10/25/50). Current page and filters are preserved in the URL so you can share a link to "page 3 of Overdue Dallas installs" with a teammate.

Bulk actions

Select work-order rows with the checkboxes, then use the bulk-action buttons at the top:

  • Toggle Ticket Status — flip selected rows between Open and Closed. Requires Work Orders Page with Modify.
  • Bulk Edit — opens a modal where you can set one or more of these across every selected row:
Field Behavior
Status Open or Closed.
Assigned to A user, or pick the sentinel value to clear the assignment back to unassigned.
Task type Change the note type.
Work order type Change the ADT type.
Due Date Set to a new date + time, or clear it.

Leave a field blank in the modal to not touch it on the selected rows. Click Apply to run the bulk edit — SecurityTrax iterates through each selected row and saves the changes.

Warning. Bulk edits do exactly what they say across every selected row. Double-check the count before clicking Apply. There's no undo — a mistake means another bulk edit to reverse it.

Step-by-step: finding overdue service calls for a specific tech

  1. Click the Work Orders icon in the top navigation.
  2. Open the filter flyout.
  3. Status: leave at Open.
  4. Assigned to: pick the tech's name.
  5. Task type: pick your company's "Service Call" type.
  6. Due date: From = two weeks ago; To = today.
  7. Click Submit.
  8. Click the Due date column header to sort by it ascending — oldest overdue first.

You now have exactly the tech's overdue service calls, oldest first. Select all with the bulk checkbox, click Bulk Edit, and push the due date forward to this Friday — done.

Non-obvious behaviors

  • Work orders vs. tickets. Work orders and tickets are stored in the same underlying note table — the difference is the is_work_order flag (work orders = 1, tickets = 0). This page only shows work orders. For tickets, use Tickets.
  • Location filtering is automatic. You only see work orders on locations where you have the right permission. A tech can't accidentally see another location's queue just by loading this page.
  • Sort column names use internal naming (customer_name, adt_work_order_type, etc.) in the URL but the dropdown shows friendly labels.

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