Create Scheduled Work Orders

Use the Create Scheduled Work Orders routine to create work orders for service calls from the appointment information maintained during Scheduling.  You can create and print Scheduled Work Orders for a specified appointment date or appointment time period.  Work orders are used by technicians to confirm the service task to be performed or the problem to be solved during the scheduled appointment.  A work order contains a printed record of the location and address, Location user-definable fields (if applicable) and a description of the problem to resolve or task to be performed.  The work order contains additional spaces for the technician to record the materials used, the work performed, the completion time and a dated customer sign-off that confirms that all work was performed satisfactorily.

Tips:

• You can view the generated work order information during Service Management View and Work Order Entry.

• For more information about running reports, see Print View.

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening Create Scheduled Work Orders, click More.

   

  1.  Click Service Management. from the Menu Bar.

  2.  Click Daily Work.

  3.  Click Create Scheduled Work Orders.
  
  Or, use the keyboard shortcut:  [ALT] [m] [a] [w] [w] [ENTER].

   

  Create Scheduled Work Orders Window Example:

  

   

   

• Choosing the Selections at the Prompt Window, click More.

   

  Create Scheduled Work Orders Prompt Options Tip:  To see more information about a field, click the hyperlink for the field name.
  Problem/Task	To select the Problem/Tasks for which to generate and print work orders, click to check the appropriate Problem/Task Codes listed. Tip:  To quickly select or de-select all Problem/Task Codes listed, click the Check All icon .
  Technicians	To select the Technicians for which to generate and print work orders, click to check the appropriate Technician Codes listed. Tip:  To quickly select or de-select all Technician Codes listed, click the Check All icon .
  Scheduled Date
  From	To limit the work orders to a range of dates, enter a beginning Appointment Date to generate and print. (mm/dd/ccyy) Tip:  To include all dates on this report, leave blank.
  Through	To limit the work orders to a range of dates, enter an ending Appointment Date to generate and print. (mm/dd/ccyy) Tip:  To include all dates, leave blank.
  Scheduled Time
  From	To limit the work orders to a range of times, enter a beginning Appointment Time to generate and print. (hh:mm, 24 hour military time) Tip:  To include all dates, leave blank.
  Through	To limit the work orders to a range of times, enter an ending Appointment Time to generate and print. (hh:mm, 24 hour military time)
  	To begin printing to the Windows™ default printer, click Print, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To print to the Print View window, click here.
  	To close this routine, click Cancel. Keyboard shortcut:  [ALT + c]
  	To escape from the print routine, click Close.

   

• Report Sample(s), click More.

   

  To see an example of the report, click Scheduled Work Order Printout Sample.