• Documentation
• Creating Work Orders
• Creating Work Orders Using Service Requests
• Creating a Follow-up Work Order

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

1. In the left navigation bar, select the Service Requests menu to enter the service request list.
2. Find the target service request and select Process.
3. 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.
4. Select Save, after which the created work order will appear in the linked record for the service request.