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Orders - Create, Change & Close Orders

It is very simple for suppliers to create, change or close order confirmations in WorkRecords. Below is a list of tools that provide instructions for each of these steps, as well as some FAQs regarding order confirmations in WorkRecords.

FAQ - What can I do when a worker has two Order Confirmations and checks-in on the wrong one?
If a worker has multiple Orders, all active Orders for the worker will be available and the worker will need to select the correct one.  Occasionally, a...
Wed, 5 Oct, 2022 at 4:30 PM
FAQ - How do I select the right start date for my WorkRecords order confirmation?
It is helpful to think of the start date in WorkRecords as the first day you would like the worker to be able to access the QR Code to check in and start w...
Mon, 24 Oct, 2022 at 2:27 PM
*FAQ - How do we change a pay rate, bill rate or shift adder/differential rate?
Updating rates in WorkRecords is easy!  This process is completed by the Labor Supplier using the “Hourly Rate Editor” tool to enter the changes.  Rates c...
Wed, 5 Oct, 2022 at 4:48 PM
FAQ - How can I tell if a Bill or Pay rate has been updated?
WorkRecords displays rate updates in two places.     First, through the view Review BillRate Changes.  For suppliers, this includes both BillRate and Pa...
Fri, 7 Oct, 2022 at 4:18 PM
FAQ - What do I do if My Rate Change Occurs in the Middle of a Week?
While WorkRecords recommends updating rates for all hours associated with a week-ending vs a date in the middle of the week, we recognize that some agreem...
Tue, 25 Oct, 2022 at 4:50 PM
FAQ - What is the difference between a projected end date and a termination end date?
The difference between a termination end date  and the projected end date is that the term end date is the date of the weekending that the order was closed...
Fri, 7 Oct, 2022 at 4:13 PM
FAQ - What is the difference between Job Title and Job Activity?
What is a job activity? A job activity is a label capturing the task a worker actually performed.  The options for job activities are determined by the Lab...
Tue, 11 Oct, 2022 at 11:53 AM
FAQ - How can I ensure all Order Confirmations are current and should be active?
The easiest way to ensure that Order Confirmations are current and active is by running a List Workers with Missing TimeCards view.  When a worker has more ...
Thu, 21 Apr, 2022 at 1:01 PM
FAQ - How do I change a Termination/Completion Date on an Order Confirmation?
Changing a Termination/Completion Date in WorkRecords is done through a view under the Info link by clicking on the Complete Order link. A great View to use...
Fri, 7 Oct, 2022 at 4:49 PM
Using Search for Missing TimeCards to Manage Orders and Clean Up Data
The Search for Missing TimeCards View enables Labor Suppliers to quickly review Orders that have missing TimeCards, allowing Labor Suppliers to keep data up...
Thu, 27 Oct, 2022 at 3:41 PM