New Update to TheWorxHub
June 2, 2013
Late last night we rolled out a big update to TheWorxHub,
including many great new features and improvements. This is a big
one, so take a seat and read about all the awesome new
Get Email Notifications when a New Request is
With this new update, you can select one or many people to get
notified via email each time a new request is added into
TheWorxHub. You can even customize the recipients by department if
you're running multiple Departments in TheWorxHub.
- To set up the recipients for request notifications, go to
Settings > Misc.
- In the New Request Notifications section at the bottom, select
the desired recipient(s) for any department. A recipient needs to
have an email address setup for this to work. You'll see their
email address appear to the right once they've been selected.
- Click the save button when you're done.
Each time a request is added, the recipients will receive
an email that looks like this.
Calendar Update -- Drag Appointments in 5 Minute
In the calendar weekly view and staff view you can drag
appointments to schedule them for a time of day. Previously you
could only drag the appointment in 30 minute increments. Now you
can drag the appointment in 5 minute increments! This is great for
housekeeping departments with very precise schedules.
Look up Historical Work Orders on Mobile!
For those of you running the add-on mobile app, this great new
feature lets you look up past work orders for a location. Let's say
you're looking at a work order on mobile and you think "I feel like
we've fixed this problem before." Now you can quickly find out
details on past work orders in that location. **Note: This
feature is only available when you're online.
When viewing the work order details form for an open work order,
click the View Location/Resident panel at the bottom.
To look up the last 5 work orders for the location of this work
order, tap the Last 5 Work Orders panel.
The 5 most recent work orders are displayed. To find more
historical work orders, tap the Load 5 More button. Tap
any of the historical work orders to view details on that work
order including completion notes.
The colored icon to the left of each of the historical work
orders represents the status.
- Red: On Hold
- Green: In Progress
- Black: Complete
- Grey: Rejected or Cancelled
Recent Work Orders Smart Widget when Adding a New
Now when you add a new work order, as soon as you pick a
location, smart widgets on the right hand side load to show recent
work in that location. This is great for spotting duplicate
work orders before you add something new.
Staff Schedule Dashboard Added to Landscaping
For those of you running the Landscaping department in
TheWorxHub, you now have access to the Staff Schedule dashboard
indicator. This dashboard section provides a daily snapshot of each
staff member's schedule for the next 7 days. This is an ideal tool
for understanding your staff workload and easily scheduling new
To activate the Staff Schedule, update your security permissions
under Settings > Users. Ensure Staff Schedule
is checked under the Dashboard section.
Overhauled Password Reset Feature
It happens to all of us. Sometimes you just forget what your
password is for TheWorxHub. We've overhauled the Forgot
Password function available from your login screen to ensure
it's 100% reliable. In order to use the Forgot Password function,
you need to know your email address that is associated with your
user account in TheWorxHub.
Simply click Forgot Password, enter your email address,
then watch your inbox (or junk folder) for an email with a custom
link to reset your password. See the full instructions in our Password
Asset Retirement Helper
When you retire an asset, it's important to unlink that retired
asset from any scheduled work orders, templates or project
templates. If these scheduled work orders or templates are
continually used with the retired asset linked, it could be
confusing for staff. When retiring an asset, TheWorxHub now
displays all scheduled work orders and templates to which that
asset is linked. You can click the hyperlinked schedule and
template numbers to go to those records and unlink the retired
The usefulness of this feature is not just limited to retiring
assets. Sometimes you just want to quickly look up all other places
where a scheduled work order is linked. To launch this helper
window at any time, click the Linked Schedules &
Templates hyperlink inside the fixed asset General
Use Details and Task Lists on the Same Work
Previously you could have free form text details on a work order
OR a Task List. Now you can have both! Once you've saved a
new work order or scheduled work order, you can add a Task List to
it even if you already have details entered. Both will show on the
full page Work Order Form print out, as well as on your
Mobile work orders.
Other Fixes & Improvements
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- In the pop-up work order forms accessible from your
Dashboard > Projects tab, you can now click the work
order Save button to save your changes and keep the pop-up
- Fixed issue where work orders would disappear from the
dashboard after the pop-up Completion Wizard was
- The size of the Detail field in the Work Request
form has been expanded for Internet Explorer users.
- A Remove Photo option has been added to the
Location Info panel to allow you to remove a linked
- The work order number has been added to the header of the
pop-up Completion Wizard.
- Fixed issue with mini-resident form in Settings >
Location Manager when editing the move-in date or phone
number. The new info is displayed without having to refresh the
- Fixed an issue where inactive staff could still be
displayed in the Notify Others or Email
- Fixed an issue when working offline in the Mobile app where it
wouldn't store the start time and end time when using the labor
- If a work order was part of a project, the project number
now displays as part of the work order number in Search >
- When using WorxIQ as a corporate user, any templates or safety
notes that you create are now immediately available to be used
by all sites that are part of your company.
- Fixed issue when changing a work order status from Rejected to
In Progress, we now correctly prompt for a priority, category and
subcategory where required.
- Fixed issue where the mobile app could show the Open QA
Surveys panel and Add New Survey panel when the user
didn't have the necessary security permissions.
- Fixed error when working offline in the mobile app when you add
a new work order, assign a staff member then immediately click the
- Fixed issue with Billing Contact list under
Settings > Work Order where it wasn't showing all staff
- Fixed issue with Staff Certification panel when
inserting certification records for multiple staff in