SummitAI Service Management Help

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What is a Work Order?

A Work Order (WO) refers to a task or set of tasks, which are part of an initial requirement (Incident or Service Request) that are created where the Incident or Service Request involves different Workgroups/Analysts. All the Work Orders created for the Incident or Service Request should be Resolved before resolving the Incident or Service Request. The Work Orders should meet the OLAs, otherwise, there is an OLA violation.

Example 1: An Incident, 789, is created for a Slow System issue. Analyst A of Global IT Service Desk troubleshoots the Incident. On troubleshooting, it is found that the RAM of the system needs to be increased. Analyst A creates a Work Order, 123, and assigns it to the Asset Management team. Analyst B of Asset Management team installs the RAM in the user’s system and resolves the Work Order 123. Analyst A validates the performance of the system and resolves the Incident 789.

Example 2: The HR creates a Service Request (SR) 1025 for a new employee joining the organization at Grade 3. After the Project Manager approves the SR, the SR is assigned to the Global IT Service Desk. Multiple Work Orders are created for different activities and assigned to different Workgroups: Work Order 223 for Windows team to create a Windows login id and e-mail id, Work Order 224 for Asset Management team to allocate a laptop, Work Order 225 for SAM team to install appropriate software, and Work Order 226 to Facilities team to provide a cubicle. WO 223, 224, and 226 can run in parallel and can be Resolved independently. WO 225 can start only after the completion of WO 224. After all the WOs are completed, the SR 1025 gets closed automatically (based on configuration) or Resolved by the Service Desk manually.

Work Orders can be created for Incidents and Service Catalogs. Analyst can create a Work Order for Incident from the LOG NEW WORKORDER option. For Service Catalogs, after a Service Request is created for the Service Catalog for which Work Order is configured, the Work Order becomes active automatically and needs to be resolved before resolving the Service Request.

Advantages

If a user's request cannot be fulfilled by one Workgroup, a Work Order can be created for the concerned Workgroup to fulfill the user's requirement.
The End User or Analysts do not need to create multiple Incidents or Service Requests for related issues. Especially, for the End User, it is just one Incident or Service Request, which fulfills their requirements (although it may involve multiple Work Orders for the support teams).

Creating Work Orders

The Analysts can create the Work Orders for Incidents for the Incident Management module, see Creating Work Orders. The Work Orders can be also created for Incidents from the Incident RELATIONSHIP tab (see: Logging Incidents for Users). The Auto Work Orders can also be created for Incidents based on the configuration done by the Administrators, see Configuring Auto Work Orders.

The Analysts can create Work Orders for Service Requests, and Change Records from the RELATIONSHIP tab (see: Viewing Updating Service Request Details and Creating Change Records).

An Administrator can configure Work Order for Service Catalogs on the WORK ORDER CREATION FOR SERVICE CATALOG page for the Service Request Management module, see Configuring Work Order- Catalog Mapping.

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