There are many ways to quickly create a new workorder for a unit:
| 1. | Use the New... menu option on the Service Workorders grid |
| 2. | Use the Client Finder to quickly select the client for the workorder that will be for the unit |
| 3. | Right-click on the unit's name on any grid and select Workorder |
| 4. | Use the Search Database to quickly find the unit and right-click on it and select Workorder |
| 1. | Use the New... menu option on the Service Workorders grid |
| • | In the Service navigation pane grids, select the  menu option to bring up the client selection window |
| • | Drop down and select the client that "owns" the unit and create the new workorder |
| • | In the new workorder, drop down the Unit selection and select the unit |
| 2. | Use the Client Finder to quickly select the client for the workorder that will be for the unit |
| • | In the Service navigation pane grids, select the menu option to bring up the client selection window |
| • | Enter in any text that you may have entered regarding that unit in the Client Finder field (for example the unit's serial number) and click on the finder button |
| • | Clients will now be listed in the selection list that has this text entered in one of their related objects such as the unit entry screen. |
| • | Select the client and create the new workorder |
| • | In the new workorder, drop down the Unit selection and select the unit |
See also: Client Finder
| 3. | Right-click on the unit's name on any grid and select Workorder |
For example:
| • | In any grid where the unit is listed, right-click on the unit's serial number and select Workorder |
| • | The client selection window for a new service workorder will appear with the client that "owns" that unit already selected. |
| • | The client selection window will display with the client that "owns" this unit already selected |
| • | Select a template for the workorder if desired, and OK to open up a new service workorder entry screen with that unit already selected. |
| 4. | Use the Search Database to quickly find the unit and right-click on it and select Workorder |
For example:
| • | You want to quickly create a new service workorder for the unit with serial number 75g5768j453 |
| • | Search for 75g5768j453 in the Search Database section |
| • | Just right-click on the Source, and select Workorder. |
| • | The client selection window will appear with the client that "owns" this unit already selected for you. Select a template if desired and OK to open up a new workorder with that unit already selected. |
