List view of historical jobs with various sort, filter and search options, as well as the option to export to Excel.
Search field for free text: Includes search for work order number, the fields Short description, Description and Comments.
Follow up: Jobs that have a follow-up date can be filtered 
in the list. Follow-up flag in the heading pops up when the follow-up date on jobs for which you are responsible has been reached. A red flag also displays along with the work order number in the list view, as an indication that there is a follow-up date for the job. The follow-up message that is sent to the person who is responsible for the work order will be connected to the work order. To reset the follow-up date, click directly on the message and set the message to the status 'Executed'.
Description: Shows any description that is on the work orders.
Comments: Shows any comments that are on the work orders. Indicated with red text.
RCA: Lists work orders marked with root cause analysis. This must be activated under the menu 'Admin' → 'System settings' 16.1.0 System Settings.
Incidents causing downtime: Filters out all historical jobs that have actual downtime.
Hide PMI History: Hides all historical jobs that have been created via checklists. Also note that there is a specific filter ‘Origin’ which makes it possible to filter on all history generated from checklists.
Not assigned: Provides a list of historical jobs with no assigned personnel.
SJA: History records that have registered/performed SJA (required risk assessment) can be retrieved by activating this.
Asset search field: Search for asset number and asset name. Shows history connected to selected asset/structure. Search Selected Tree Only: Only generates hits for assets in selected tree.
WO for this asset: Shows history jobs that are only connected to the selected asset.
Favourites: If favourite assets are set up, this will be displayed, and if you check this off, all history jobs for these favourites will show in the list.
: Export to grid solution that allows advanced filtering, searching , sorting option in all columns. The column order can be changed with drag&drop of the columns. Own column selector where you can deselect columns in the view using drag&drop. The list/selection can be exported to pdf or to Excel. To return to the normal list view click 
.
In connection with work assignments for the customer (Service Management), it may be desirable to send the customer a message (e-mail) with the history job as an attachment. This icon in the history list indicates that a message has been sent to the customer who is the invoice addressee on the history job. For setup around this, see the section Messages 'E-mail notification to Customers' in 16.1.0 System Settings.
Mass update: If one or more historical jobs are selected in the history list, and you click on the button to save the selected jobs, the button for ‘Mass update’ will be shown – if you (the logged-on user) have access/rights to perform a mass update on historical jobs. This function has a range of ways to make the same change on several historical jobs in one operation.
Search no: Central search function for AO number can be found at the bottom of the history list. If the requested number is found as a planned work order, the display changes to the work order list.
Export to Excel: Select one or more historical jobs for export to Excel. If none are selected, all of the jobs in the selection will be exported. Note that the selection of columns to be exported is also controlled by what the user has activated in their user profile. The Excel sheet also allows you to perform a range of update imports via the import studio.
Also note: The filter 'Origin'. It can be filtered on the following:
- Work Order: Shows history jobs that have been created from planned work orders.
- History: Shows history jobs that have been created directly in the history.
- Checklist: Shows history jobs that are created when checklists are completed/approved.
- Event log: Shows history jobs that have been created via event logs (Inquire Maintenance), i.e. from messages originating from the event log.
Ready to invoice (filter invoice status):
To be able to create invoices based on assignments (Service Management), the work order(s) must be set to the status ‘Ready to invoice’. These jobs can be filtered out in the list view, either via the ‘Ready to invoice’ filter, or by clicking on the icon for ‘Create invoice (Historical)’. A job must have a minimum of an invoice recipient, as well as a material cost and/or hour cost in order to be invoiceable. Remember that to be able to invoice jobs, users must have ‘INV’ activated in access management.
Historical jobs that meet the invoicing criteria will be displayed in the filtered lists with a green colour in the column for invoice status. Select the historical records that you want to invoice, and click the Save button or ‘Enter’. 'Create invoice’ will now be displayed, and via this you can create the invoice(s), and further work on this or these can be done under the ‘Invoice’ menu.