Carnet Condo · Centre d'aide
Work orders (occurrences)

View an intervention's details

Open an intervention's record and browse its five tabs: Information, Assignees, Attachments, History and Discussion.

Audience
Everyone
Screen
Intervention record
Verified version
App 1.0.0

Goal

Review all the information about a intervention: its status, its scheduling, its assignees, its photos, its documents, its history and its discussion. The record brings everything together in five tabs.

Audience

All building members (read access).

Prerequisites

  • Be signed in and have access to the building.
  • Have located the intervention in the list of interventions.

Steps

  1. In the list, click an intervention. Its record opens over the list.

    Intervention record: header, Information tab and the bar with the five tabs.

  2. Read the header: priority, Uniformat code, component name, maintenance type and, where applicable, a Read-only badge.

  3. Browse the five tabs (each shows a count badge where relevant):

    • Information: status, supplier, dates, actual cost and completion notes.
    • Assignees: the people assigned and the buttons to assign or remove yourself.
    • Attachments: the Photos and Documents attached to the intervention, each with its count.
    • History: the immutable change log.
    • Discussion: the exchanges related to the intervention.

Export the details

The Export to PDF button (icon at the top right of the record) produces a PDF document of the intervention.

Tips and common errors

  • Read-only: if the building's subscription is unpaid, a Read-only badge appears and all editing is blocked.
  • Empty tabs: a tab with no content (Attachments, for example) shows an empty state; this is not an error.
  • To make changes: reading is open to everyone, but changes go through edit mode, reserved for administrators and assigned people.

See also

On this page