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

To Create a Work Order, perform the following steps:

1.  Log in as an Analyst.
   

2.  Navigate to Work Order > Manage Work Order.
   
   Figure: Work Order

3. Click New to create a new Work Order.

   

   Figure: Work Order List
   

4. Select Tenant and you can change the change the Requestor from dropdown if required.
   

5. Select Category and then the required Catalog. By default, the page displays popular Catalogs used in the Tenant.
   

   

   Figure: Catalogs for Work Order
   

   Select any of the Catalog, Work Order is created for it.
   Let’s consider the below example:

   Example: New Joinee Laptop Allocation

   Click View Detail on New Joinee Laptop Allocation Catalog to create a Work Order for this purpose.

   

   Figure: Catalog Selection
   
   Enter the required details on the Work Order form and click Save to submit the Work Order.
   Figure: New Joinee Laptop Allocation

   On performing this action you will be able to view the created Work Order on the List page.

6. Select Manage Work Order Catalog.
   
   Figure: Catalog Selection
   

7. Enter the Details in the Manage Work Order Catalog form and click Save to submit the Work Order.

   

   Figure: Work Order Configuration
   

   For more information, refer to the following 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.

8. Click Save.
   Work Order is created successfully.

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

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 other module record, perform the following steps:

1. Navigate to Manage Work Orders.
   

2. Select the ID for which the record has to be converted.
   

3. Click Vertical ellipsis on the top right of the screen. Then select Convert Work Order. A list of modules is displayed to which the Work Order can be converted.

   

   Figure: Work Order