Work Order

Configure work order settings in the Work Order section in Admin to standardize workflows, enforce rules, and streamline work order management. These settings help ensure consistency, improve tracking, and support operational efficiency.

Some configurations include:

• Actions: Create, manage, and import actions to apply to work orders. Actions are specific tasks or steps that technicians select when closing a work order.

• Dispatch Authorization Rules: Set conditions for dispatching work orders, ensuring proper approvals and assignments.

• EAM Work Order Lifecycle Settings: Configure lifecycle stages and transitions for enterprise asset management (EAM) work orders.

• Rejection Reasons: Establish predefined reasons for rejecting work orders to maintain accurate records and improve resolution tracking.

• Work Order Scripts: Create templates to guide call logging, troubleshooting, and provider communication for consistency.

• Work Order Creation Constraints: Customize asset category visibility and behavior during work order creation based on roles and requirements.

• Work Order Tagging Rules: Specify reasons for tagging work orders to enhance categorization and reporting.