Creating a Follow-up Work Order¶
Managers and executives can review service requests and create follow-up work orders if follow-up is required.
Prerequisites¶
Before starting, make sure the current account has the required asset permissions, action permissions, and menu groups including Service Requests. If not assigned, contact the application administrator.
Procedure¶
- In the left navigation bar, select the Service Requests menu to enter the service request list.
- Find the target service request and select Process.
- Select Create Work Order at the top right and enter the following information:
- Basic information: set information such as device, work order type, and priority.
- Schedule: specify the technician, additional technician, and scheduling.
- Description: enter a description for the work order.
- Files: images and files can be uploaded.
- Select Save, after which the created work order will appear in the linked record for the service request.