Work Orders

Work Orders are used to schedule, track and record activities related to resolving a customer’s service request. Work orders contain all of the information necessary to make intelligent resource assignment decisions based on skills, certifications, location, schedule availability, and required spares. In GoServicePro, every work order is linked to a case, and is then completed by a field technician. Multiple work orders can be related to a single case to represent complex dispatch scenarios.

See Also

Work Order Form

Create New Work Order

Work Order Attachments

Work Order Logging

Close Work Order

Reopen Work Order

Accept/Reject Work Order

Work Order Settings

Search Resources

Assign Work Order

Unschedule Work Order

Work Order History

Steps:

  1. To navigate to Work Orders listing screen, on the left pane menu, expand Service and then click Work Orders. The Work Orders listing screen lists all the work orders from the complete Business Unit.

  2. To add closed work orders as well to the listing grid, click Include Closed Work Orders.

  3. To export the listing grid display results, click Export to Excel button and then save the Excel file to desired location.

  4. To change Tag for more than one work order:

    1. From the Work Orders grid list, select the desired 2 or more work orders for which you want to change the tag. The toolbar displays Change Tag dropdown button.

    2. Click the Change Tag dropdown button and then and then select Change Tag button.

    3. In the Change Tag dialog box, and from the My Tag dropdown list, select the desired tag that you want to apply to all the selected work orders and then click Save.

  5. To change Owner for more than one work order:

    1. From the Work Orders grid list, select the desired 2 or more work orders for which you want to change the tag. The toolbar displays Change Tag dropdown button.

    2. Click the Change Tag dropdown button and then and then select Change Owner button.

    3. In the Change Owner dialog box, and from the Owner lookup, select the desired owner that you want to apply to all the selected work orders and then click Save.

  6. To filter the search results, in the search bar, type the keyword and then click Search button.

  7. To clear the filter results/search results, beside Search field, click Clear button.

  8. To create a new filter:

    1. In the Search bar, type the keyword to display search results in the listing grid.

    2. Click Filter button and then in the dropdown menu, Click New Filter button.

    3. In the text field, enter the filter name and then click Save Filter.

  9. To delete existing filter:

    1. Click Filter button and then from the dropdown menu, select the filter that you want to delete.

    2. Click Delete Filter button.