Refresh Rules

Reset Database

Location: Menu → Settings → Reset Database

When to Reset:

• Required: On the 1st day of each month after the End of Month (EOM) close.
• Recommended: Reset twice during the month:
  • Around the 10th
  • Around the 20th
  • This ensures your database stays current.

Refresh Day

Location: Status or Today's Schedule

When to Refresh:

• At the beginning of each workday to download and view your current Work Order assignments in Today's Schedule.

Refresh Schedule

Location: Today's Schedule

When to Refresh:

• Immediately after completing and submitting each Work Order to receive your next assigned Work Orders.

Refresh Work Order

Location: Status

When to Refresh:

• During the COD process.
• When multiple technicians are working on the same Work Order (single signature).
• For after-hours calls with two technicians using Option 1 (if you have access to After-Hours Dispatch).
• Any time the Dispatcher instructs you to refresh because changes have been made to the Work Order, such as:
  • Register updates
  • Notes
  • Attachments from the File Room
  • Other Work Order changes

Quick Summary

Action	Location	When
Reset Database	Menu → Settings	1st of each month after EOM close (required); around the 10th & 20th (recommended)
Refresh Day	Status or Today's Schedule	At the start of each workday
Refresh Schedule	Today's Schedule	After completing and submitting every Work Order
Refresh Work Order	Status	For COD, multiple technicians, after-hours Option 1, or whenever Dispatch updates the Work Order