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You may edit the details related to the problem, such as category, trade, or asset details, when necessary, or you may edit the description of a problem to add clarity.
- Category: Should you have created a work order in a wrong category, you may move the work order to the appropriate category according to your business rules. For example, you may realize that a work order you placed as Repair may actually be part of a larger capital improvement, and should therefore have the category of Capital.
Trade: You may change the trade in situations when the work order was created with a wrong trade. This will prevent the wrong service provider dispatching to your location. For example, a location user may enter a work order for a leaking roof (which originally pushes the work order to the Roofing trade), but upon further inspection the problem may be a leaking HVAC system (which means the work order should go to the HVAC trade). There is an optional feature when editing the trade of a work order to update the dashboard Dashboard selection.
Note Should you make changes that warrant the dispatch of a different service provider than the originally assigned provider, make sure you reassign the work order to the desired provider.
- Problem Description: You may adjust the problem details such as Area/Problem Type/Asset Type/Problem Code in case the original details do not adequately or appropriately describe the problem or problem area.
Updating the Asset and/or Outcome: You may select an asset from those tied in to the location, or you may modify the desired outcome as Repair or Replace. Note that Physical Area/ Type / Tag / Brand / Model / Serial / Warranty Exp. information is pulled from the Asset Manager module, and you cannot edit this information.
- Resolution: Typically, the service provider enters the resolution using the GPS mobile app; should you receive this information through other means (like an email or phone call from the service provider), you may enter it here.
Editing Area / Problem Type / Asset Type / Problem Code
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Editing Asset Details/Outcome
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