Page Comparison

Creating a New Work Order

A work order is a ticket that is dispatched to a service provider to perform repair or maintenance services. Generally, the work order details what the issue is, where the issue is, and when to go to a location, as well as the maximum cost allowed. In SC Mobile you may view, track, note and manage work orders so to stay informed of its progress.

Panel

bgColor	#F9F9F9
titleColor	#0e3367
titleBGColor	#EAEAEA
borderStyle	none
title	⦿ How to Create a Work Order

Use either Locations or WOs to navigate to creating a work order
- (From Locations):
  - On the SC Mobile home page, tap Locations. The list of Locations to which you have access appear.
  - Search for and tap your desired location.
  - Tap New WO. The Create WO page appears.
- (From WOs):
  - On the SC Mobile home page, tap WOs. The Work Orders page appears.
  - Tap New WO. The list of Locations to which you have access appears.
  - Tap the desired location. The Create WO page appears.
Tap the drop-down menus to choose the appropriate Area, Problem Type, Asset Type, and Problem Code where the problem is occurring.
Tap Next.
- Should the Check for Duplicates page appear, this means a work order was already entered for the issue you are currently creating.
  - Tap the Work Order to review the details.
    - (When the issue is a duplicate) Tap the back arrow and then tap Cancel WO. The work order is not created; you are returned to the work order list for that location.
    - (When the issue is NOT a duplicate) Tap Next.
On the Troubleshooting page, enter the relevant information in the text box. Fully describe the problem so the service provider is as knowledgeable about your request as possible.
Tap Next. The Add Note page appears.
(Where applicable) Tap Add Photo to either take a photo or video of the issue or upload a previously-captured photo or video of the issue.
- Note: Be very careful to review the photo or video you are appending to the work order. Once the work order with the photo or video is sent, it can only be removed by a user with administrative rights.
Ensure your name is in the first text field. (Note: Should a generic name be in the first text field, delete that information and enter your full, first and last name, so your facilities team knows exactly who entered the work order.)
(Optional) Enter a phone number in the second text field.
Tap Next. The Confirmation WO Information page appears.

Review the service request for accuracy, and note the Category, Priority, Not-to-Exceed Amount, Estimated Scheduled Date/Time,and Service Provider.
(Users with Edit permissions) Use the edit pencil to update the Description, Category, Priority, NTE (Not-to-Exceed) Amount, Scheduled Date and/or Service Provider, as needed.

Info
When selecting a provider, you may notice that some companies appear grayed out. They were flagged as “Do Not Dispatch” in Compliance Manager and thus cannot take on new work orders. Find more information on “Do Not Dispatch” providers.

Tap Confirm/Create WO. The work order is generated and dispatched to the assigned service provider. You will see a popup indicating the Tracking # and that the service provider was sent an email of your request.
Tap Close. The work order list will reload. Your new work order will appear in the list, sorted by the scheduled date.

Scanning an Asset Upon Creating a Work Order

When you need to create a work order to repair or replace a broken asset, you can start generating your work order by scanning an asset tag. Learn more about Scanning Assets via SC Mobile.

Scanning an asset tag to create a work order for this asset Image Added

Live Search

spaceKey	SCU
additional	page excerpt
placeholder	Search Our Knowledge Base
type	page
labels	fm

Panel

titleColor	#ffffff
titleBGColor	#5fa7d0
borderStyle	groove
title	In this Article

Table of Contents

maxLevel	3
minLevel	2
indent	20px

Panel

titleColor	white
titleBGColor	#75a346
title	Related Articles

Filter by label (Content by label)

showLabels	false
max	8
showSpace	false
sort	title
cql	label in ( "sc-mobile" , "scmobile" ) and space = currentSpace ( )

Versions Compared

Old Version 9

New Version 10

Key

Creating a New Work Order

Scanning an Asset Upon Creating a Work Order