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Create the Work Order

1. Click the button labeled Create Order or press <ALT> + O.

2. At this point, a Job Summary can be printed; the order can be modified; or the call can be stopped.

3. Once the order is created, the button labeled Attachment becomes active.   Documents relating to the order or site can be added at this time.

4. To end the current call, click the button labeled Stop.

5. This action will record the time the call was ended; cause the Dispatch Notify form to pop up and clear the screen for the next call.

   Note 1:   A message box will inform the user if the assignment is unavailable, and if a backup assignment has been designated.  Click Yes to use accept the “backup” assignment or click No to add another assignment or vendor.   See Technician Availability

   To enter the substitute value for who should be assigned a work order when no assignment can be determined from the Site Matrix, use the Company Default Setting, CallEntry_DefaultAssign.

   Note 2:  Additionally, if the vendor is not qualified for service work because a contract or required insurance coverage has lapsed, the system will advise the user with a warning message.  Screen Shot    Click OK and select another vendor.

6. A confirmation number will be issued and should be given to the caller for future tracking purposes.

Repeat Order Condition

Create a Sub-Order

Create a Duplicate Order