Tracking Work Orders, Change Orders, and Other Forms on Projects in Ontraccr

🛠️ Tracking Work Orders, Change Orders, and Other Forms on Projects in Ontraccr Overview
 

Forms are the backbone of real-world documentation inside a project.

Ontraccr automatically organizes Work Orders, Change Orders, and Other Forms into their own easy-to-navigate tabs — helping you stay on top of project paperwork effortlessly.

🎯 Why Track Forms at the Project Level?

• Quickly find Work Orders, Change Orders, and all project-related forms.
• View the current status of submitted documents.
• Keep a full audit trail of field activities, approvals, and changes.
• Export records when needed for clients or internal teams.

📋 Work Orders Tab

Inside the Work Orders tab:

📄 What You See

• A list of all submitted Work Order forms tied to this project.
• Key fields like:
  • Work Order Number
  • Created By
  • Status (e.g., Draft, Submitted, Approved)

🛠️ Actions Available

• Filter and sort Work Orders by status, number, user, or date.
• Open any Work Order to view details.
• Copy a Work Order to create a new one quickly (Copy Form option).
• Cancel a Work Order if needed (depending on status and permissions).

✅ Ideal for tracking daily work requests, scope changes, and subtrade assignments!

🔄 Change Orders Tab

Inside the Changes tab:

📄 What You See

• All Change Order forms related to the project.

🛠️ Actions Available

• Same actions as Work Orders:
  • Filter, Sort, View, Copy, Cancel.
• Export the list as a CSV file.

🧠 Note: Exporting creates a CSV showing basic form info — not full PDF documents of the forms.

🗂️ Other Forms Tab

Inside the Other Forms tab:

📄 What You See

• All other forms linked to this project that don't fit into Work Orders or Change Orders.
  • Examples: Safety Reports, Quality Control Checklists, Daily Site Logs.

🛠️ Actions Available

• Same powerful options:
  • Filter by Form Type (Safety, Daily Logs, Inspections, etc.)
  • Search by keywords or user
  • View, Copy, or Cancel forms.

✅ This tab serves as your full document control center!

🧠 Tips & Edge Cases

Form Types Must Be Set Correctly:

Forms show up in the right tabs based on the type you assigned during form design.

Use Filters Smartly:

Combine filters (like “Status: Pending Approval” + “Form Type: Work Order”) to zoom in fast.

Copying Saves Time:

Re-use previous forms by copying and tweaking details — no need to rebuild from scratch.

Audit Trail Ready:

Every form shows who submitted, updated, or approved it — great for legal and compliance tracking.

✅ Example Scenario

You’re managing a hotel renovation:

• Submit daily Work Orders for extra painting tasks.
• Log Change Orders for scope increases (e.g., lobby redesign).
• Fill out Other Forms for daily safety inspections.

Everything is organized under the right tabs, with no risk of lost paperwork.

🚀 Summary

Ontraccr’s form tracking keeps work orders, changes, and site documentation structured, searchable, and audit-friendly — giving your projects a strong documentation backbone.