Manually Add Service/Work Order
Adding a Service Order / Work Order is quick and simple. There are some requirements in order to generate the Work Order.
- Device Serial No. must exist in the "Device Manager"
- The Device must be assigned to customer.
To generate a Manually Work Order follow these steps:
- Go to the Left menu Called "MPS"
- Now click on the menu item "Device Manager"
- Find the device that requires a work order.
- Now click "View" in order to see the details of that device.
- Look to the Top - Right of the page for a Green* button labeled "Add Work Order"
- Fill in or select the following options:
- "Error from Device" (what the customer or technician is reporting the error to be, 250 characters or less)
- "Assign To" (This is the technician or company the work order will be assigned to. May or may not be pre-selected.)
- "Billing Type" (Select how this work order is to be paid. May or may not be pre-selected.)
- "Service Level" (Select the serve level this work order requires. May or may not be pre-selected.)
- "Purchase Order" (If this customer requires or has a purchase order number enter in this field. Its a good practice to always get a PO# to help ensure payment, may not be needed if the given device is under a service contract.)
- "Requestor" (Add the name of the person that is requesting or reporting the service issue. Adding the phone number of the person to the end of the name may be helpful as well.)
- "Notes for Technician" (The information here is very important to the technician in order to fix the issue. Please include as much information as is necessary to insure the technician can solve the customers and devices issue.) DO NOT USE QUOTES OR APOSTROPHES. There is no limit to the length of the text you add here however be concise and clear.
- Check the box "Send Workorder Now" if you want to work order to be sent now to party select to receive the work order. You can send this later if need or waiting on more details.
- Now Click "Generate Work Order"