How do I Add a Case into Work Order?

Updated on January 11, 2017 09:34pm by Admin

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.
    click on create
  3. Provide customer information by selecting from the list and provide reported date.
    cases option in work orders
  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.
    search and select cases
  6. The selected case gets displayed on the work order’s creation page.
    case added to work order
  7. Provide all information and make sure to click on “Create” button.

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