How do I open a Work Order?
Work orders can be opened in one of two distinct methods.
Method 1 - From a Service View Page
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- Click on Services.
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Use the Search and Filter options to find the Service that requires a new Work Order.
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- Click on the target Service to open it.
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Click on Actions. In the dropdown menu under Actions, click on Open Work Order.
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Enter a Client Requests Completion By date.
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Select a Source (how the Work Order was requested).
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Select a Requested Action.
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Select a Requested By name.
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Click on Save Changes.
Method 2 - From an Incident
Watch this video to learn more about linking work orders to incidents.
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From an Incident view page, click on Create Work Order.
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- Follow steps 5-9 from above to finish creating your work order.
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.