Once a Service Request is created, you can convert it into a Work Order so a technician can perform the requested service. Converting a Service Request updates its status from Pending to In Progress.
Steps to Convert a Service Request into a Work Order
Locate and Convert the Service Request
From the Navigator sidebar, select Service and Calibration.
Select Service Requests.
In the Browse Service Requests search engine, do one of the following:
Select Open, Closed, or All, and click Search.
Or enter search criteria in the available fields and click Search.
From the search results, select the Service Request you want to convert.
Click Convert to Work Order.
A new Work Order window opens, pre-filled with key information from the Service Request. The Service Request status automatically updates from Pending to In Progress.
Complete the Work Order
Enter Work Order Details
In the new Work Order window, enter or review the Work Order Summary.
Enter the Schedule.
Add Tasks to the Work Order
Select the Tasks tab.
Click Add Tasks.
Choose the type of task to add:
Task Type | Instructions |
Service Task | Follow steps in Creating a Service Task. |
Inspection Task | Follow steps in Creating an Inspection Task. |
Calibration Task | Follow steps in Creating a Calibration Task. |
(Optional) Add Required Tools
Select the Required Tools tab.
Click Add Tool….
Select the Tool Model(s) to add.
Click OK.
(Optional) Add Repair Parts
Select the Parts tab.
Click Add Parts.
In the Materials Inventory window: (By default, repair parts linked to the asset will display)
To view all available parts, select All.
Check a Category box.
Select the part(s) to add.
Click OK.
(Optional) Add Charges, Cost Center, Cost Code, or Service Class
Select the Charges tab.
To add a charge, click Add.
Enter the Charge Description.
Enter the Quantity.
Enter the Cost.
Enter the Unit of Measurement.
Click Save.
In the Work Order Defaults section, select a Cost Center (optional).
Select a Cost Code (optional).
Select a Service Class (optional).
Click Save.
Save and Update the Work Order Status
When the "Close work order?" window appears:
Click No if further work remains. This updates the Work Order status from Pending to In Progress.
Click Yes if the Work Order is complete.
If closing the Work Order, you will be prompted to:
Update the Meter and Status of the tool.
Or select Skip Update to bypass.