The Retrieve Zinier Closeout Package workflow action lets you automatically retrieve, store, and attach the Zinier Close-out Package to the work order. The Close-Out package is generated by Zinier when the Work Order is closed. It contains all the relevant information about the work order.
The action is available under the Field Service category. It can be combined with the Work Order Modified trigger to automatically attach the package to the Work Order once it is completed. Alternatively, you can add the action to your Workflow definition.
The action requires the following parameters to be populated.
Work Order ID – This is the ID of the work order you want the action to act upon. If combined with the Work Order Modified trigger, the work order ID will be a system-defined data lookup value.
Document Storage Category Name: The categories assigned to documents help you organize them into groups for easier searching and filtering.
Viewing Work Orders in Customer Care
In Customer Care you can view work orders on an account in two ways:
In the Information Center, click the Work Orders tab (truck icon).
From the Account Summary, select Account > Work Orders.
This displays the Work Orders page with all work orders on the account. You can use the search fields to filter the list if there are many work orders. You can also create a work order.
Clicking a work order from the Information Center or the Work Orders page opens it in Workflow where you can schedule tasks as described in Viewing Work Orders in Workflow and Scheduling Tasks.
Viewing Work Orders in Tickets
Select the Work Order tab (truck icon) from the Ticket Information Center.
Clicking a work order from the Information Center opens it in Workflow where you can schedule tasks as described in Viewing Work Orders in Workflow and Scheduling Tasks.
Viewing Work Orders on an Order
The Work Order Summary tab in the Orders Information Center displays all work orders related to the Order. The summary view shows the work order type, status, site address, and notes. Clicking the link opens the work order in Workflow, where you can view more details, manage the work order, or schedule an appointment.
