Creating Work Orders_IM
You may need to create a task for another Workgroup in order to resolve an Incident or Service Request (SR), these are called Work Orders. You can create new Work Orders and assign them to the appropriate Workgroups.
To create new Work Orders:
Select the Incident for which you need to create the Work Order. Select Incident > User > Manage Incidents > View Incident List.
On the INCIDENT ID page, click the
icon and select Create Work Order. The WORK ORDER ID page is displayed. Fill in the required details as described in the following table:
Field | Description |
|---|---|
Tenant | List the configured Tenant names based on the access rights of the logged in user. Select a Tenant from the list. |
Log Time | Indicates the date and time on which the Work Order was created. The date format used is yyyy/mm/dd h:mm:ss AM/PM |
Symptom | Type in the details about the symptoms for the Work Order. |
Description | Type in a brief description about the Work Order. |
Attachment | Specify any reference file path to add as an additional reference material. You can also click Upload icon to choose an appropriate file to attach as a reference document for a Work Order. |
Figure: WORK ORDER ID page
Note:
Similarly, you can create Work Orders for Service Requests. Select Request > User > Manage Service Requests > View Service Request List. Select the Service Request for which you want to create the Work Order by clicking it. Under the RELATIONSHIP tab, select Create > Work Order.
3. Type in the other required fields under the GENERAL, COMMUNICATION, RELATIONSHIP, ADDITIONAL INFORMATION, ORCHESTRATION tabs. For more information about the fields under these tabs on the WORKORDER ID page, see Field Description.
4. Click SUBMIT. A new Work Order is created.
Note:
Work Orders are auto-created or canceled if the Category of the Work Order is changed.
Field Description