Create Work Order

You can create a work order for the selected record.

To create a work order:

  1. Display the record for which you want to create a work order.

  2. From the Select Action menu, select Create > Work Order.

  3. In the Reported Priority field, enter a value to indicate the urgency of the work order.

  4. The system defaults values in the Reported By, Affected Person, and Reported Date fields. You can change these values as needed.

  5. In the Summary field, enter a brief description for the work order.

  6. In the Details field, type a more detailed description of the work order.

  7. To create the work order, click OK. The system displays a message above the toolbar indicating that the work order has been created. Click Cancel to close the dialog box without creating the work order.