Processing Work Orders Using the Work Orders Page


Work orders can be handled on the Work Orders page, including operations such as editing, assigning, scheduling, and transitioning.


Prerequisites


Before starting, make sure the current account has the required asset permissions, action permissions, and menu groups including Work Orders. If not these are assigned, contact the application administrator.


Processing Work Orders


Operations such as editing, transferring, and assigning can be performed on the work orders. The specific steps are as follows:

  1. In the left navigation bar, select the Work Orders menu to enter the work order list.

  2. Find the target work order and select Process to enter the work order details page.

Editing


On the work order details page, you can edit the following:

  • Subject: the work order title.

  • Details: display information such as site, device, and description linked with the work order.

  • Files: display the attachments contained in the work order. Users can view and delete existing attachments or upload more attachments.

  • Linked Records: display the service requests or work orders linked with the current work order. Select Link to link other tickets in the pop-up window, or select the delete button to delete the existing link.

  • Historical work orders: display the historical work orders of the device linked with the work order. Filtering can be performed on the device, work order type, and status.

Transitioning


The transition allows you to end the current ticket node and push the ticket to the next node of the workflow. The specific steps are as follows:

  1. Select Transition to open the pop-up window.

  2. Select an action and enter a note.

  3. Select OK.


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Saving


Select Save save to save edits to the work order.

Assigning


 You can assign the current ticket node to another user or group. The specific steps are as follows:

  1. Select Assign assign to open the pop-up window.

  2. Assign the task to a user or group, or select Me to assign the current ticket to yourself.

  3. Select OK.

Note

This operation only affects the assignees of the current node. If a subsequent node is assigned to another user or group in the workflow, when transferred to the next node, the node’s assignee will be updated based on the workflow settings.


Aborting


Aborting a work order. After aborting, the work order status will change to Aborted and the work order workflow will be terminated. The specific steps are as follows:

  1. Select Abort abort to open the Abort Work Order pop-up.

  2. Select Abort.

Note

You can select Restart in the upper right corner of an aboded work order to restart the workflow and restore it to the original node.

Deleting


Deleting a work order. Once deleted, a work order cannot be restored. The specific steps are as follows:

  1. Select Delete delete1 to open the Delete Work Order pop-up.

  2. Select OK.