Manage Work Order Spaces in Ascend

Written By Ascend knowledge base (Administrator)

Updated at September 14th, 2023

Table of Contents

Getting started Add a Space Spaces settings Modify a Space Remove a Space Additional Resources

In Ascend Fall 2017, your store’s Spaces list automatically populated with all values from the Located field on incomplete repairs and the In-Store Location field on serial numbers, so you may need to clean up this list a bit. If you’re new to Ascend, you’ll need to set up this list as part of your initial install. And, of course, your available service area can always change.

Multi-store retailers: Spaces are specific to your store and do not share between locations. Each location must manage their own Spaces.

Getting started

You can access your store’s Spaces list from two locations.

From the Ascend Desktop, click the Options tile and select Sales and Returns. In the Work Orders section, click the Spaces button.
From Work Order Details, click the pencil icon next to the Spaces drop-down.

Note: In order to access your store’s Spaces list, users need the System Tools user permission.

When you’re done with your changes, just click OK.

Add a Space

In the Spaces list, click in the blank cell at the bottom of the list and type your desired Space name.

Screenshot of the Spaces window with the blank cell at the bottom highlighted

Note: The asterisk symbol (*) next to the row indicates you’re creating a new Space.

Multiple Spaces can share the same name, but only one repair or serial number can use the same Space. So, if you have one large service holding area that can store 12 repair or service items, you’ll need to add 12 Spaces with the name SERVICE HOLDING.

Spaces settings

In Options > Sales and Returns > Spaces, there's a box for Only Show Available Spaces for Selection. It is checked by default.

Screenshot with the box next to Only Show Available Spaces for Selection checked and highlighted

It means that, in the Work Order Detail, you will only see free spaces in the Spaces dropdown.

Screenshot of the Work Order Details window with the Spaces dropdown open

You can uncheck this box to see both the free and filled spaces.

Screenshot of the Work Order Details window with the Spaces dropdown open

Note: If a Space displays in orange text, it's assigned to a repair item (Work Order Detail). If it displays in blue text, it's assigned to a Serial Number record.

Modify a Space

In the Spaces list, double-click the Space you wish to edit and make your changes.

Screenshot of the Spaces window with pencil icon highlighted next to a row

Note: The pencil icon next to the row indicates you’re editing a Space.

To change the order of your Spaces list, click and drag a Space into its desired location.

Remove a Space

In the Spaces list, right-click the Space you wish to remove and select Delete Row.

Screenshot of the Spaces window with Delete Row option next to a row

If the Space is currently in use, you’ll be prompted whether to remove it.

Screenshot of a pop up that says, "Wait! The Space you are removing appears to be in use. If you're sure you want to remove it, click OK. If you want to double check, click Cancel to return to the Space list." There are OK and Cancel buttons

Additional Resources

KB22-158

Ascend RMS Knowledge