How do I Convert Cases into Work Order?

Updated on July 25, 2020 04:33AM by Admin

  • Log in and access the Cases app from your universal navigation menu bar.
  • Create a new case or select an existing case to be converted.
Cases App

  • Click on the “Convert” button and select “To WorkOrder” from the Overview page in the Cases App.

  • In the work order creation page (Work Orders App), fill in the following information:
    • Customer – Customer name will be pre-populated from the case.
    • Contact – Select a customer associated contact or create new.
    • Approver – Name of the customer.
    • Sales Order – Order created for customers.
    • Work Order # - This is an auto-generated or manually entered to identify the work order.
    • Case – Case number will be pre-populated from the case.
    • Assigned To – Employee Name will be pre-populated from the case.
    • Reported Date – Date of reporting.
    • Fill in the “Problem Summary” and “Service Delivery Window” information.
    • Add items or services needed to be serviced.
Create Page

  • Click on the “Create” button to complete. A new Work Order is completed.
Work Order Created

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