File Name: Basic User Create Work Order Page for PC.pdf
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Basic User Create Work Order Page for PC, Tablet, or Laptop1. Go to My Account > Work Order2. Choose a Site > Sub‐Site: For single site users, the system will automatically display your assigned location3. Choose an Area: Required if an area exist4. Location Description: Required field, enter the exact detailed location5. Select a Date & Time: Enter a current date or future date (Time is optional)6. Select a Service Type7. Choose a Symptom & Task from the drop‐down menu if available. If none is listed, or a task does not meet your needs, begin typing the Service Description of the task to be performed inside the available text field8. If the Priority Level control has been enabled, choose the value of Normal, Medium or High9. Press the Submit button to save the work order, system will refresh to Edit WO page for additional options10. Files: Press on the Files tab a) Press Add New File > browse to search for your file b) File Name: enter a name of the file c) Press Update button link to save entry
d) Press the Edit button next to its entry in the list. Once you've made your changes, press the Update button to save them. To abandon your changes, press the Cancel button11. Discuss: To discuss the work order a) Enter your message inside the Outgoing Message text field b) Select the E‐mail Recipient (Optional copy others by highlighting theirs names inside drop down) c) Save Button : Saving notes and sending out e‐mail (leaving discussion box open to create another) d) Save & Close: Saving notes and sending out e‐mail notifications and closing the discussion box
NOTE: Users that appear within the E‐mail Recipient or CC options are a) All Admin users who have access to the site (Administrators, District Admin, Regional Admin & Site Admins) b) Users who are directly involve with the work orders such as Originator, Approver or Assignee Example Fig 1:1 pg. 1 Create a Work Order in Mobile Net Facilities1. Go to New Work Order2. Choose a Site > Sub‐Site3. Choose an Area Name (Optional)4. Location Description: Enter exact detailed location inside text field5. Select a Service Type6. Choose a Symptom & Task from the drop‐down menu if available. If none is listed, or a task does not meet your needs, begin typing the Work Description of the task to be performed inside the available text field7. Attached an Asset: Optional8. Proposed Date: Enter a past date, current date or future date9. Proposed Time: Time is option10. If the Class control has been enabled, choose the selection available11. If the Priority Level control has been enabled, choose the value of Normal, Medium or High12. Press the Action button to open the following options
Submit: to save the work order and continue to Dashboard View Approve & Output to approve work order and submitted to a technician or dept. NOTE: Approve & Output does not displayed for Basic Users13. Cancel: to cancel transaction and reset fields to new Example: Fig 2:1 pg. 2 Attach an Asset: Choose an Asset to associate corrective work order Press Attach Asset button to save entry Example: Fig 2:2Attachments: To Access Gallery, press Select image, select Image and save Example: Fig. 2:3pg. 3
Pg. 2 Create a Work Order in Mobile Net Facilities 1. Go to New Work Order 2. Choose a Site > Sub‐Site 3. Choose an Area Name (Optional) 4. Location Description: Enter exact detailed …
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