Accepting a Customer Service Request to an Existing Service Workorder

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1. Select the Accept to existing workorder menu option

 

 

2. The Service Workorder Selection list will display for this client listing all open service workorders (workorders not check-marked Service is Completed nor Closed)

 

3. Select the service workorder you would like to add this service request to, and click on the OK

 

4. That service workorder will now open with the service request added as a new workorder item

 

Text from the Title will be copied to the Workorder Item Summary field

 

Text from the Reference Number field will be copied to the first line of the Service Notes field

 

The urgency selected by the client will be copied to the second line of the Service Notes field

 

The text from the Details field will be copied to third line of the Service Notes field

 

If client selected a unit, it will be selected in the Unit sub-screen in the service workorder

 

Once a workorder item has been created from a service request it can not be deleted – edit the information if incorrect.