1. Select the menu option Accept to new work order
2. A new service workorder for this client will open
| • | Text from the Title will be copied to the Workorder Summary field and the Workorder Item Summary field |
| • | Text from the Reference Number field will be copied to the Client Reference # field and 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 |
| • | You will also note that the workorder number for this workorder is already present – the workorder is created and saved automatically. |
| • | Once a workorder has been created from a service request neither can not be deleted as the link back to each other – edit the information in the workorder item if incorrect. |