Before we jump into Service Automation, it's important to know how work orders move through the application. Watch this video to learn about the typical lifecycle of a work order. (5 minutes)
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Mission 1B: Work Order Statuses
Learn what work order statuses mean in Service Automation, and how each status affects each work order's lifecycle.
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Mission 2A : Adding Notes and Attachments
Learn how to add notes and attachments to the work orders when needed in Service Automation.
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Mission 2B : Editing Work Orders
Learn how to edit work orders in Service Automation, so you can keep your facilities team informed of the changes.
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Mission 2C : Reviewing Proposals
Learn to review and take action on proposals submitted by providers in Service Automation.
Mission 2D : Completed WOs and Invoicing
Learn to review completed work orders and take action on invoices in Service Automation.
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