How to.

Create a Work Order from the Back Office

Create a New Work Order
1. Select the customer you want to create a work order for by going to the Customer tab and searching for the Customer you wish to create a Work Order. 2. Highlight the Customer and then click Service Request

2. A New Work Order will appear. Complete all appropriate fields on the Work Order if not already pre-populated. Be sure to, at a minimum, define: A. The location for the Customer you are requesting service for B. The Properties point of contact C. The Contacts phone number and/or email address

Work Order Network

2012 Corrigo Incorporated

3. In the Work Description section, select the asset that needs work by using the Item Asset drop-down list or clicking the (A) link to the left of the Asset field to open the Asset Details screen. If you click the (A) link, do the following:

a. In the Item Assets column, double-click the asset where service is needed.

Work Order Network

2012 Corrigo Incorporated

b. The assets within that unit then appear in the column in place of the original asset. As your asset search becomes more and more specific, the Path section at the top of the screen updates to include each level of detail you have drilled down into.

c. Keep double-clicking assets in the Asset column until you reach the specific asset that needs service, then click to select it. d. (Optional) Click the different icons in the Item Assets row to review the attributes, address, work orders, documents, and warranties associated with the asset.

e. When you have finished, click OK to add the item asset to the work order and return to the New Work Order screen. 6. In the Task field, select the task to be performed on the selected asset. 7. (Optional) In the Description field, enter any additional information you want to record. 8. If you want to create a multi-line item work order, click the Add button in the Work Description heading row to add a new line. Then follow the instructions above for selecting an asset and task.

Work Order Network

2012 Corrigo Incorporated

9. (Optional) If there are two or more items in the work order, you can delete all but one of them by doing the following: a. Click the Delete button. b. On the Delete Work Items screen that pops up, select the check boxes for the items that you want to delete, and then click the Delete button. Note: You must leave at least one item in the work order. 10. In the Assignment and Scheduling section, select a priority from the Priority drop-down list.

11. If a specialty has not already been auto-selected or if you want to manually override the default specialty, select an option from the Specialty drop-down list. 12. If no one has been auto-assigned to the work order or if you want to manually override the default person the work order is assigned to, select an option from the Assigned To drop-down list. 14. (Optional) If necessary, click the calendar icon in the Scheduled Start field and select the date and time you want the work order to be started. (Optional) If you want to limit the amount of time the work order should take, enter a time frame in the Duration text-entry fields.

15.

16. (Optional) If you want to specify a time and date by which the work order must be completed, click the calendar icon in the Due By field and select the time and date on the popup screen that appears. 17. (Optional) In the Financial section, select the "Possibly Covered by Warranty" checkbox if it applies to the work to be done.

18. (Optional) If you want to change the default Not to Exceed value or if none is listed by default, enter a value in the Not to Exceed field. 19. (Optional) Enter a P.O. number for the work order. 20. Click Save in the top of the work order details screen. 21. In the drop-down list that appears, click Save again to save the work order into the system and change its status to New.

Work Order Network

2012 Corrigo Incorporated