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How to Create a Closed by Completion Work Order

Create a work order so supervisors and dedicated agents can create tickets during a specific date range. 

Dedicated agents of a customer or supervisors may add tickets to any date field within this open work order once it is created. 

From your nav menu or dashboard, select Work Orders. 

1. Select the Add Work Order icon. 

work order-1

2. Choose the Customer from the dropdown. 

3. Select the Work Site from the dropdown. 

4. Select All tickets are approved as the parameter for completion.

approved

5. Select the ticket's execution date. 

6. To create a ticket using the ticket form, select Yes.

create ticket

7. If the selected customer requires customer signatures enabled, choose yes or no from the toggle for the subsequent generated ticket. 
customer sig

8. Select the ticket type. 

9. Select the agent or agents from the assignee field. 

10. Add any additional notes or details into the dialog box. 

11. Select Submit to add the work order and ticket to the agent's workflow. The page redirects to the newly-created ticket's activity tab. 

Products / Services 

To include items on the subseqent tickets, use Add Product or Services icons to add them to the work order.

prod add

Add any items to the work order, products and services, and their quantities.