How do I Add a Case into Work Order?

An order specifying work or task to be carried out for resolving the issue placed by the customers is called a work order. You can also add a case into the work order for resolving it.

Steps to Add Cases into Work Orders

1. Log in and access Work Orders App from your universal navigation menu bar.
2. To Create a work order, click on “Create” button from the left navigation panel.
   
3. Provide customer information by selecting from the list and provide reported date.
   
4. Start typing in the Case field, as it auto populates the existing cases or search using search icon.
5. Select a case from the list, which you would like to add into a creating work order.
   
6. The selected case gets displayed on the work order’s creation page.
   
7. Provide all information and make sure to click on “Create” button.

Related Links

• Add and update cases
• Add project into cases
• Add items into cases