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Requests and Help Desk Features in Detail
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How to Create Work Orders for Requests:

  • First retrieve the Request in Request Management.  If you do not know how to search for Requests, see the section of this chapter titled How to Search for Requests.
  • Go to the Work Order section and click the  button to create a new Work Order.

  • The new Work Order is opened in Work Order Management.

  • Many of the fields will default to values defined for the Request Type.
  • You may enter a description of work in the Description memo field.
  • Go to Request Types section.  If the Fee Type is not correct, change it.

  • If the Fee Type is set to “Item Pricing” enter the billable service items in the Service Items section.

  • Quantity Limit is the estimated quantity which is used to estimate the total cost of the Work Order to be approved by the customer.  Quantity Used is the actual quantity which is entered once work begins.
  • If there are Products, enter them in the Product Items section.

  • Select Billing Options

  • You may enter scheduled start and end dates in the Calendar section.

  • If the customer has approved the Work Order, enter the customer’s Contact ID that approved the work along with the Approval Date in the Approved section.

  • Click the  button.
  • If you want to print a copy of the Work Order click the  button.
  • When finished you may click the  button.

 


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