Versions Compared

Version Old Version 26 New Version Current
Changes made by

Jing Tong (Unlicensed)

Anastasia Medovkina (Deactivated)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


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)

Learn what work order statuses mean in Service Automation, and how each status affects each work order's lifecycle.

Learn how to add notes and attachments to the work orders when needed in Service Automation. 

Learn how to edit work orders in Service Automation, so you can keep your facilities team informed of the changes. 

Learn to review and take action on proposals submitted by providers in Service Automation. 

Mission 2D : Completed WOs and InvoicingLearn to review completed work orders and take action on invoices in Service Automation. 
Rw ui tabs macro
Rw ui tab macro
titleMission 1A: Lifecycle of a Work Order (WO)
Rw ui tab macro
titleMission 1B: Work Order Statuses
Rw ui tab macro
titleMission 2A : Adding Notes and Attachments
Rw ui tab macro
titleMission 2B : Editing Work Orders
Rw ui tab macro
titleMission 2C : Reviewing Proposals
Div
idGS1
alignleft
dirltr
titleGetting Started

You will learn what stages a work order goes through during its lifecycle in Service Automation along with the roles you and your provider own in this process. (2:16 minutes)

Learn more in ServiceChannel University: Work Orders


Html macro
<a href="https://servicechannel.wistia.com/medias/tlb9in26lt" target="_blank"> <img align="center" width="100%" height="100%"  src="https://sclearning.blob.core.windows.net/scu/GS-Subscribers/GS-Lifecycle_of_a_Work_Order.jpg"/></a>



Live Search
spaceKeySCU
placeholderSearch our Knowledge Base
typepage
labelsfm

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "workorders" , "serviceautomation" ) and space = currentSpace ( )