- Use either Locations or WOs to navigate to creating a work order.
- (From Locations):
- On the SC Mobile home pagescreen, tap Locations. The list of Locations locations to which you have access appear.
- Search for and tap your desired location.
- Tap New WO. The Create WO page screen appears.
- (From WOs):
- On the SC Mobile home pagescreen, tap WOs. The Work Orders page Orders screen appears.
- Tap New WO. The list of Locations locations to which you have access appears.
- Tap the desired location. The Create WO page screen appears.
- Tap the drop-down menus to choose the appropriate Dashboard, Area, Problem Type, Asset Type, and Problem Code where the problem is occurring.
- Tap Next.
- Should If the Check for Duplicatespage appear screen appears, 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 screen, 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 screen 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 | Note |
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Review the photo or video you are |
appending attaching to the work order. Once the work order |
with the photo or video it the files can only be removed by a user with administrative rights. |
Ensure your name is in the first text field. (Note: Should If you see a generic name be in the first text field, delete that information, and enter your full , first and last name , so to let your facilities team knows know exactly who entered the work order. )- (Optional) Enter a phone number in the second text field.
- Tap Next. The Confirmation WO Information page screen appears.
Review the details of the service request for accuracy, and note the Category, Priority, Not-to-Exceed Amount, Estimated Scheduled Date/Time,and Service Provideryou are submitting.
(Users with Edit permissions) Use the edit pencil to update the Description, Category, Priority, NTE (Not-to-Exceed) Amount, Scheduled Dateand, and/or Service Provider, as as needed. | Info |
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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 notification showing the Tracking # and that confirming 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.
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