Convert Work Requests to Work Orders

When the work request comes, it can be converted to work order and technician can be assigned to resolve the work request.

Here is a reference video:

Step by Step instructions to convert a work request into work order and assign

• Click on Order Management and then click on Incident

• On the Incidents page click on Requests

• Click on the Work Order icon for the request with the status Open

• It will open the work order page. Change the due date, maintenance type and priority

• Add a title in title text box

• Go to Assignee section, assign the work order to a technician  

• Add the labor task checklist from Labor Task section

• Go to the message section and set the notification. For this select technician from drop down and click respective event wise check box

Click on Save button to process the work order