Steps in the screenshots correspond to the numbers in the headings.
If you are following along in the training environment use the following credentials:
Log in: 493
Password: Peoria
1. From the home screen, click on the + Work Order button in the upper right portion of the screen.
2. Select the toggle to make this a change over (default will be NO).
If you select that this is a carry over you will NOT select the next 3 toggles. As selecting any of the other 3 toggles will turn the change over toggle back to NO.
3. Enter a Detailed Description of the work to be done.
4. Click NEXT.
Work Type will default to MOTH for this process.
5. Search and select a piece of equipment.
6. Select Next.
7. The problem description field in step one above is 250 characters. The Additional Notes field is 10,000 characters and will show up in the Notes section of the Task/Work Order. This gives the Customer plenty of room to describe everything related to the issue.
8. Click NEXT.
9. The assignment defaults to the Team designated to that specific piece of equipment.
If, for some reason, the Team field is blank, please select the team that is your four-digit site number followed by ATS.
This is the Technician group for your site.
10. Contact Name and Email will need to be entered.
While the email address is optional the user can NOT click SAVE until a first and last name have been entered. Email is actually optional but should be entered as a best practice.
11. Click SAVE.
12. A Confirmation message is generated. Your Work Order number is listed.
Clicking DISMISS will take you to the home page. Clicking VIEW will take you to the Work Order Summary screen.
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