Understanding Work Orders

Created by Lucas S, Modified on Mon, 10 Jun at 4:07 AM by Brandon M

Understanding Work Orders - User Guide

Welcome to our portal! Here's a comprehensive guide on the contents within a work order, providing you with detailed information to navigate and utilize the features effectively:

1. Login to the Portal:

- Start by logging in to the portal using your credentials.

2. Navigate to Work Orders:

- Once logged in, navigate to the section containing the list of work orders.

3. Open a Work Order:

- Select the specific work order you want to refer to and open it to access detailed information.

4. Header Details:

- In the header, you'll find:

- Work Order Number: A unique identifier for the work order.

- Current Status: Highlighted with a black background, indicating the present status of the work order.

5. Work Order Information:

- Below the header, you'll find essential details:

- Case Number: The associated case number for reference.

- Customer Name: Full name of the customer.

- Service Name: The service under which the work order is initiated.

- Created Date: Date when the work order was created.

- In-Progress Date: Date when the work order moved to the in-progress status.

6. Additional Information:

- Further details include:

- Instructions: Specific instructions related to the work order.

- Flag Button: Click the red flag button to flag the work order if needed.

- FAQ Button: Access FAQs related to the work order.

- Priority: Indicates the priority level assigned to the work order.

7. Order Menu:

- Explore the order menu for categorized information:

- Case Information: Basic details related to the case.

- Order Information: Service-specific information related to the order.

- Documents: Attached documents required for verification.

- Other Name: Alias name if the candidate has one.

- External Notes: Notes regarding actions performed.

8. Sub-Work Order Tab:

- If applicable, the sub-work order tab displays additional sub-work orders created under the main work order. Perform actions as needed based on the requirements.

By following these steps and understanding the components outlined in a work order, you can efficiently navigate, reference, and manage the details associated with your work orders within our portal. For any additional assistance, refer to our support resources or reach out to our customer service team.