How do I update a Work Order?
Opening a work order takes you to one page where you can see its details and make updates. Like an Incident, there is no separate view page. Links from the Work Orders list, a Service, an Incident, Global Search, or an older email open that same page.
If you need help locating a Work Order, see this help article.
What you can see on the page
Besides the fields you edit, the work order page also shows:
- Billed hauler charges (with links to their invoices)
- Scheduling email history (sent, viewed, scheduled)
- Service sticky notes
- Estimated and confirmed cost and quantities, key dates, hauler reference number, equipment label, and the linked device service
- Who requested and acknowledged the work order
- Create Incident, which opens a new incident pre-filled from this work order
Open Work Order updates
On an open work order you can edit fields such as:
Scheduled with Vendor for
This is the confirmed date from the Vendor for when this action is scheduled.
The first time you set it, edit Scheduled with Vendor for and click Save Changes. After that, the field locks. To move the date, click Update Scheduling, pick a new date and a reason, then Save. See Update work order scheduling for the full steps and reason list.
You cannot clear the date once it is set. Update Scheduling is not available on completed or cancelled work orders.
Requested Action
Quantity
If this is an Empty and Return action, this is the reported tonnage from the Vendor. This is optional, but important for reporting purposes.
When all edits have been applied, click Save Changes.
Note: If the work order was saved by someone else, or by you in another tab, after you opened this page, Discovery will not save your changes. You will see a message that the work order was changed since the page was loaded and your changes were not saved. Refresh the page to load the latest version, then make your edits again. What you typed is not kept, so if a page has been open for a while, refresh it before a long edit.
Complete a Work Order
If this Work Order is confirmed as having been completed, click Complete Work Order.
In the lightbox window that appears, choose who confirmed that this Work Order was completed in the drop-down selector provided and provide the date of completion. Click Confirm.
Cancel a Work Order
If this Work Order is confirmed as having been canceled, click Cancel Work Order.
Re-open a Work Order
A closed work order opens on the same page with its fields locked. Click Re-open when it needs to be worked again (including after Cancel).
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.