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There may be times when one work order is not sufficient to address an issue at a location. In cases like this additional work orders will have to created to completely address the issue. To make the review of multiple work orders easier, the Linked Work Order feature was added. Users, with the feature enabled, can link work orders making it easier to find all work orders that are linked. With the LInkLink_Work_Order feature enabled, users can link either Classic Service Request or Dashboard Service Request.
There are two options for linking work orders, linking work orders after they have been created or linking subsequent work orders during creation. Either way, viewing linked work orders that are linked is achieved by clicking the link icon on a work order that is linked to at least one work order.
Viewing Linked Work Orders
To view work orders that have been linked click the Link icon. The linked work orders will appear in a pop up.
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Managing Attachments for Linked Work Orders
When linking work orders with attachments via the “new work order creation method”, users have the option, if enabled (speak to your ServiceChannel Representative for more information on this feature) to select which attachments migrate to the newly created, linked work order. This is especially helpful when some of the attachments from the initial work order are sensitive in nature and or confidential.
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Linked Classic Service Request Work Flow Locate the work order that you want to link to. Click More then select Create Linked Classic Service Request. The Classic Service Request screen will open Review and if necessary adjust the entries, then click Next. Complete the work order creation process as usual. The newly created work order is linked to the original work order. |
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Navigate to one of the work orders that you want to link, then click Edit Work Order. Click the text entry box to the right of Linked Work Orders and a pick list will appear. Check the box next to each work order that you want to link to. As you check work orders, they will be added to the list. Click Save to complete the process.
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Users can now click on the link icon to view work orders that are linked to the current work order.
Users can also navigate to the linked work orders by clicking on one of the work order number links in the pop up.
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