Documentation Index

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Keeping Work Order Object Synchronized

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Work Orders can be generated from Orders and Tickets. To help reduce costs and prevent unnecessary technician dispatches, this function automatically cancels any open work orders when the associated order or ticket status is set to Closed.

Updating the Ticket Status to Closed

When a Ticket’s status update results in the status being changed to Closed, the system will automatically close any open work orders related to the Ticket.

Edit the ticket and update the status to Closed, then click SAVE.

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When you click SAVE, the system will check for open work orders linked to the ticket and ask if you want to cancel them. Choosing Yes will cancel the open work orders in the IDI platform and Zinier. Choosing No will keep the work orders open.

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Canceling an Order

Canceling an Order will automatically cancel all open work orders associated with the Order.

Click the Cancel icon on the order summary page.

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Confirm the Order cancellation by clicking Yes.

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Upon clicking Yes, the system will check for open work orders linked to the order and prompt you to confirm whether you want to cancel them. Choosing Yes will cancel the open work orders in the IDI platform and Zinier. Choosing No will keep the work orders open.

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