Rescheduling a Work Order
- Uma Srinivasan (Unlicensed)
- Maria Tarnopolskaya (Unlicensed)
- Chellie Esters
There may be instances where you want to reschedule a work order, based on your location availability or a service provider’s request to reschedule a work order.
You may also reschedule a work order using the Edit Work Order button in the detailed view of a work order.
Reschedule a Work Order
In the detailed view of the desired work order, under the Attachments & Notes tab, click Add Note/Update Schedule Date. The Note <#> for <WO #> pop-up window appears.
Enter the new Schedule Date and the time.
Open the Reschedule Reason drop-down list, and select the appropriate item.
Inside the Add Addressee(s) box, type or select the name(s) of the people you wish to copy to the note.
(Optional) Check the box next to Send a Copy to Myself.
(Optional) Enter your alternate or additional emails separated by; or, in the My Email box.
Click Save and Send Note. The selected recipients receive email notification, and a new note appears in the list, indicating your user name, the reason for rescheduling, the rescheduled date and time, and the users who were emailed of the change.