Create a Problem

You can create a problem from a work order.

When you create a problem from within a work order, the problem has a relationship type of FOLLOWUP and the work order from which you created the problem has a relationship type of ORIGINATOR. The system copies the asset, location, and GL account information from the originating record to the problem.

To create a problem:

  1. Display the record from which you want to create a problem.

  2. From the Select Action menu, select Create > Problem. The system creates the problem and gives it a status of NEW.

  1. To view the problem, click the Related Records tab. The problem you created is displayed in the Related Tickets table.

Note: You also can view the problem in the Problems (SP) application. When you display the record in the Problems (SP) application, the work order from which you created the record is displayed in the Work Order field on the Related Records tab.