Create

Configuring a work order is crucial within an IT Service Management (ITSM) framework as it provides a structured and systematic approach to managing tasks and requests. Work orders serve as the backbone of efficient service delivery by defining the specific details of each task, including its priority, scope, required resources, and deadlines. 

The following actions can be performed on a Work Order:

• Create
• Convert

Create

Create a Work Order utilizing various components such as Catalog, Messages, Checklist, Links Timeline, etc. to meet the requirement.

To Create a Work Order, perform the following steps:

1.  Log in as an Analyst.
   
   
2. Navigate to App Portal > Select Application  > Module > Work Order.
   The analyst portal is displayed.
   Figure: Analyst Portal
   
   
3.  Select Manage Work Orders.
   A list of Work Orders is displayed along with an option to create.
   Figure: Work Order List
   
   
4.  Click New to create a Work Order.
   A list of Catalogs for the selected Tenant is displayed.
   Figure: Catalogs for Work Order
   
   
   Note

   • You can search Catalog in the search field to select the desired Catalog. 
   • Create a Work Order from existing Catalogs or create one using Manage Work Order.
5.  Click Manage Work Orders.
   Work Order configuration screen is displayed.
   Figure: Work Order Configuration
   
   
6.  Enter appropriate details in the required fields, refer to the following table for Field Description.
   
   

   Field	Description
   Symptom	Enter the Symptom of the Work Order.
   Description	Describe about the purpose of the Work Order.
   Assigned To
   Work Group	Select Work Group from the dropdown list.
   Analyst	Select the Analyst to whom you want to assign the Work Order.
   Service Window	Select the defined service window from the dropdown.
   Effort	Select the Effort as DD: HH: MM by clicking the time icon.

7. Click Save.
   Work Order is created successfully.

The description of the buttons on the configuration screen is explained in the following table:

Button	Description
Create Template	Click Create Template, to create a Template from the Work Order. Save Template pop-up window is displayed. Figure: Save Template Enter the details in the fields and click Save. Refer to the following table for field description: Template Name Enter the name of the Template.  Enabled For End User If active, then it is enabled for the end user. Tags Enter the tags separated by a comma.
Cancel	Click Cancel to exit the configuration screen.
Save	Click Save to create a Work Order record.

Work Order configuration consists of the following tabs, click on the links to navigate to the respective configuration screens.

Convert

Once the Work Order is created convert the record to another module record within the Work Order.

To convert the Work Order to another module record, perform the following steps:

1.  Log in as an Analyst.
   
   
2. Navigate to App Portal > Select Application  > Module > Work Order.
   The analyst portal is displayed.
   
   
3. Select Manage Work Orders.
   
   
4.  Select the ID for which the record has to be converted.
   The configured Work Order is displayed.
   Figure: Work Order
   
   
5.  Click the vertical ellipsis on the top right corner of the Work Order.
   
   
6.  Select Convert Work Order.
   All the application modules are displayed.
   
   
7.  Select a module to which the Work Order Record should be converted.