How do I Convert Cases into Work Order?

Updated on December 28, 2017 06:19AM by Admin

Cases App conversion feature allows you to convert cases into projects or work orders. The following steps will guide you through.

Steps to Convert Cases into Work Orders

  1. Log in and access Cases app from your universal navigation menu bar. 
  2. Create a new case or select an existing case to be converted. 
  3. Click on “Convert” button and select “To Workorder”.
    Convert To Workorder
  4. In the work order creation page (Work Orders App), fill in the following information:
    • Customer – Customer name will be prepopulated from case. 
    • Contact – Select a customer associated contact or create new. 
    • Approver – Name of the customer. 
    • Sales Order – Order created for customer. 
    • Work Order # - This is an auto generated or manually entered to identify the work order. 
    • Case – Case number will be pre populated from case. 
    • Assigned To – Employee Name will be pre populated from case. 
    • Reported Date – Date of reporting.
  5. Fill in the “Problem Summary” and “Service Delivery Window” information.
  6. Add items or services needed to be serviced.
    work orders from cases
  7. Click on “Create” button to complete.

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