Work orders in the Open, In Progress, or Completed statuses may be edited, with care. With completed work orders, keep in mind that invoiced work orders cannot be edited, and work orders in the Completed/Confirmed status may be edited only by Power Users.
Below are some examples of when you may need to edit a work order:
- 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 Assignee when 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