Creating operation

  1. From the Appointment List screen, select Action Menu > Create Operation.
  2. In the Add New Operation screen, tap or click the browse work orders.
  3. From the displayed list, select the work order where you will add the new operation..
    Note: You can make use of the search field to find your work order.
  4. After you have selected a work order, columns in the Add Operation screen are set but you can still update some of the fields.
    These are the columns that you can update:
    • Start Date and Time
    • Finish Date and Time
    • Run time
    • Work Center
    • Technician
    • Operation Description
    • Text 1
    • Text 2
  5. Tap or click SAVE. If you opt to discontinue the transaction, click CANCEL.