Page Comparison

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 are created to completely address the issue. To make the The Linked Work Orders feature makes the creation, managing, and 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 Link_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 . 

In this Article:

• Viewing Linked Work Orders
• Creating Linked Work Orders
• Managing Attachments for Linked Work Orders

Accessing Linked Work Orders from the Work Order.

1. Click the Link icon to view work orders that have been linked

Image Removed

1. . The linked work orders will appear in a pop up. 

1. Image Added
2. Click on the work order number link in the pop up to view a specific linked work order.

Image Added

Filtering for Linked Work Orders

You can toggle on the With Linked Work Orders filter to see linked work orders in the list view or exclude linked work orders in the list view.

Image Added

Anchor
Creation Creation

Creating Linked Work Orders

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.

Panel
bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to Select Which Attachments are added to Linked Link Existing Work Orders
Navigate to one of the work order orders that you want to link to , then click Edit Work Order. Image Removed The initial work order has 4 attachments. Click the More drop down menu and select Create Linked Dashboard Service Request. Image Removed Complete the New Service Request, then click Next. Image Removed On this screen, select which attachments are to be migrated to the linked work order. Image Removed The initial work order has 4 attachments. Image Removed However, only 2 attachments are selected to migrate to the linked work order. Once the selection has been made, click Submit Request. The new work order is created and only the selected attachments migrate to the newly created work order. Image Removed   Image Added Click the text entry box to the right of Linked Work Orders and a pick list will appear. Image Added Check the box next to each work order that you want to link to. Image Added As you check work orders, they will be added to the list. Click Save to complete the process.  Note Note:  In the example above, the 3 work orders that are being linked are linked to the originating work order. The 3 work orders are not linked to each other.

Panel
bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to Link a Work Order to Another Work Order During the Work Order Creation Process: Classic Service Request
Linked Classic Service Request Work FlowLocate  Locate the work order that you want to link to. Image Removed Image Added 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. Image Removed Image Added Complete the work order creation process as usual.  The newly created work order is linked to the original work order. Image Removed Image Added

Anchor
Managing Managing

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.

Panel
bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to Link Existing Select Which Attachments are added to Linked Work Orders
Navigate to one of the work orders order that you want to link , then click Edit Work Order. Image Removed Click the text entry box to the right of Linked Work Orders and a pick list will appear . Image Removed Check the box next to each work order that you want to link to. Image Removed As you check work orders, they will be added to the list. Click Save to complete the process.  Note Note:  In the example above, the 3 work orders that are being linked are linked to the originating work order. The 3 work orders are not linked to each other.

Users can now click on the link icon to view work orders that are linked to the current work order.

Image Removed

Users can also navigate to the linked work orders by clicking on one of the work order number links in the pop up.

Image Removed