- On the landing page, click Create Work Order.
- Enter the Location name in the Location ID/Name text field.
- Click the magnifying glass icon and select the Location from the list that appears in the modal.
- Enter the Area where the work order is being created for, or
- Click the magnifying glass icon and select the Area from the list that appears in the modal.
- Enter the Problem Type, or
- Click the magnifying glass icon and select the problem from the list that appears in the modal.
- Enter the Asset, or
- Click the magnifying glass icon and select the Asset from the list that appears in the modal.
- Enter the Problem, or
- Click the magnifying glass icon and select the Problem from the list that appears in the modal.
- Depending on your company’s configuration, the remainder of the work order form may or may not auto-complete the Trade, Category, Priority, and NTE. If any of the aforementioned fields do not auto-complete, enter values according to your company’s policies and practices.
- (Optional) Click the paperclip icon on the top right of the work order creation screen to attach a file, for example, an image or a manual.
- Enter a detailed description of the issue.
- Click Submit to complete the process.
The screen that opens after the work order is submitted provides you an additional opportunity to review or adjust the work order you just submittedleft navigation panel, select ServiceChannel > Work Orders > Create New. The page for creating a ServiceChannel work order opens.
 Image Added - Select the appropriate Location ID / Name, Area, Problem Type, Asset Type, and Problem Code. The system starts checking for duplicates and recalls.
- If such work orders are not found, move to the next step. Should you see a list of duplicates and recalls, review them, and click Continue if you still need to create a work order. See Dealing With Potential Duplicates and Recalls for more information.
- If the Troubleshooting Tips overlay appears, review the provided hints, answer the questions, and click Next. For more details, see Dealing With Troubleshooting Tips. If the overlay is not present, move to the next step.
Select an Asset if available. | Info |
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| title | Click this link to learn more about reporting problems on assets. |
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| - The Asset dropdown appears only when there are assets associated with the selected location, area, problem type, and other options.
 Image Added - Right under the dropdown, you see how many assets are available, and you can create a work order for the relevant asset.
To look through the details of the selected asset, click the info icon to the left of the field. The asset details overlay opens where you can check the asset tag, brand, model and serial numbers, installation date, and more.
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Verify the work order trade, category, priority, and NTE amount that are automatically populated into the corresponding fields.
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Click the info icon to the left of each field to look through the details of the selected option. |
- Enter the Description of the Issue.
(Optional) To add an attachment, click the paperclip icon at the bottom of the page, select the required file, and click Open. The file is attached to the work order.
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To edit the file name, click the pencil icon. To delete the attachment, click X. |
- Click Submit. The service request is created, and the work order details page opens.
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