There may be times when you need to edit a work order for reasons, such as a manual note and/or systems note.
Example System Notes
Examples of systems note are:
Editing the work order details when, for example, the Location entered incorrect information, such as choosing the wrong Problem Code. This error may dispatch the wrong service provider.
Adding an Assigneewhen you want to split the work orders with your staff for greater efficiency, for example, to disseminate work orders between facility coordinators or across different areas of responsibility.
Changing the NTE based on an update by the service provider about the level of work needed to resolve the problem.
Changing the priority and scheduled date/time when you need the service provider to dispatch to the location either earlier or later than the original scheduled date and time.
Adding an admin created Label to 'tag' a work order based on events, follow-ups, or other internal needs.
Adding a Project ID for when a work order needs to be included into a project within the Projects Module.
Adding aWeather Type to relate a scope of work to a weather event.
Adding a Purchase Order number or a GL Code in order to coordinate with other financial records.
Keeping a record of resolutionsto issues, so you have a history of problems and fixes over time.
While making changes to a work order that a service provider needs to be aware of, such as scheduled date/time, make sure you notify the provider.