Through Work Order Notes your facilities team and assigned providers can communicate about the selected work order, to keep conversations compact and related to the issue at hand.
Keep in mind that work order notes are visible to all who have access to that work order, including service providers.
Adding a Work Order Note
While adding a note, you can also use any of the following:
Follow Upflag: Use the flag if you need to revisit a work order at a later time, for example, to ensure the provider clocked in or updated the work order by the specified date. The follow-up date appears on the note once the latter is created. Another note is added to the service request when the follow-up date rolls around. The note informs that a notification email was sent to the recipient reminding them that this work order was flagged for a follow-up.
Action Required flag: Select this flag to prompt the recipient of the WO note to take further action on a work order.
Add Attachmentbutton: Click to add attachments such as floor plans, images, and invoices.
⦿ How to Add a Work Order Note on the List View
Locate the desired work order, and then Add Note. TheNote <#> for <WO #>modal opens.
Note: If there is one, the work order number appears in the textbox. Otherwise, the tracking number appears in the work order textbox.
Enter your note in theNotetext box.
(Optional) Check theFollow Upbox, and include the Date by when the recipient should respond.
(Optional)Check theAction Requiredbox.
Inside the Add Addressee(s) box, type or select the name(s) of the people you wish to copy to the note.
(Optional)Check theSend a Copy to Myselfbox.
Your email, as listed under User Permissions, lists here automatically, Should this box be empty, enter your email in theMy Email textbox.
(Optional)Add an attachment:
ClickSelect a File.
Browse to the location of the desired file, and clickChoose. The selected file appears in theNoteswindow.
Enter a brief description of the attachment.
(Optional)Repeat steps 8a - 8c to add up to 5 files.
ClickSave and Send Note. The note lists on the Work Order. Any selected recipients are sent email notifications.
You land on the Work Orders List where you can add a new note to the service request.
Reply to the email, and type your note in the reply.
Send the email.
Ensure the original message is included in the reply.
The client gets an email notification about a new note added to the work order.
You may also add a Note to a work order through email by emailing your desired note to <tracking#>@wonote.servicechannel.net. For example, to add a note to a work order with tracking number 84226813, you need to send the note with the tracking number of the work order in the email subject to the following email address:email@example.com.
Viewing Work Order Notes
On the work order, simply click the to view all Work Order Notes in a modal.