Adding work order or request for standalone equipment

  1. On the Appointment List screen, select Action Menu > Create Work Order/Create Work Request.
  2. On the Add Work Order or Add Work Request screen, specify this information.
    Service Category
    Select 3 - Equipment to indicate the type of Work Order or Request.
    Customer
    Specify the name of the customer requesting the service for their equipment. This field is not required if you select a non-serialized item.
    Agreement
    Select valid agreements with customer.
    Equipment
    Select the equipment to be serviced. Once the equipment is selected, Item Number, Serial Number, and Serial Number - manufacturer information are displayed..
    Item Number
    This field displays the corresponding item number of the selected equipment.
    Serial Number
    This field displays the corresponding serial number of the selected equipment.
    Serial number - manufacturer
    This field displays the corresponding manufacturer of the selected equipment.
    Service
    Select the identity of an internal service, such as repair or maintenance.
    Start date and time
    Specify the planned date to start the service.
    Finish date and time
    Specify the planned date to finish the service.
    Free Text 1, Free Text 2
    Specify the current identity of an internal service.
  3. Click Save. If you opt to discontinue, click Cancel.