Work Orders Tab

This tab lets you create, view and manage work orders associated to a ticket.

Note

This tab is only available when Field Service Management is enabled in your system. See the Field Service Management article in the IDI Knowledge Center for details.

Creating a New Work Order

You can create work orders and view work order information directly from an IDI ticket. The system prepopulates the work order with data collected on the ticket to facilitate creating a new work order.

To create a work order from a ticket, the following criteria must be met:

• The ticket must be a Customer Ticket.

• The ticket must be assigned to a customer account.

• A contact or service affecting location must be assigned to the ticket.

  Select the Work Order tab in the Ticket Information Center and click Create Work Order.

  

  

  Either method displays the Create Work Order form. The first step is to select a contact or service. You cannot select both. This selection prepopulates the associated address as the work order site.

  

  Making a selection enables the Select and Continue button. Click to display the New Work Order form in Workflow. This form is prepopulated with the account, contact, and address information collected from the account. All data can be added or updated.

  Select a Work Order Type and Region, and verify all required values are populated, then save. Note: The Region selector pulls values directly from the Zinier application to keep the values in sync.

  

  Saving the work order creates the work order in Zinier and the IDI solution and opens it in Workflow. From there you can schedule work order tasks as defined by the Zinier work order template.

Viewing Work Orders on a Ticket

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.