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When a User clicks the image-20240607-113005.png  button on the Work Order grid, they open the Add New Work Order form.

Work Orders can also be created when a Customer uses the CustomerCenter to request a Task type of Service Catalog. When the Request is submitted to Service Desk, it becomes a Work Request, that can be converted into a Work Order.

Required Fields

  • SD Type - This required input is automatically set and filled to Work Order when a User creates a new Work Order. 

  • Source - This field will denote the original source of the Request or Service Order. System defaults are Web and Email. Additional List Values can be added by an Administrator to the Type 'SD_SOURCE'. For example, Phone, Tech, Quick Tick, Fax, Text, etc.

  • Status - The status of the Work Order determines the following actions.

    • Pending - The Pending Status is the initial status of any newly created Status.

    • Complete - When all Workflow is marked complete, the Work Order can be marked Complete. Sets form inputs and most of the tabs to read-only. Order is awaiting Finalization.

      • Finalized - Sets remaining tabs; Workflow, GLA, Charges, and Labor as read-only.

    • Hold - Work Order is waiting for further action.

    • Void - Work Order has been determined to be invalid or no longer needed.

  • Service Rep - Assignment of the Service Representative who created or was assigned the Work Order.

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