Create a Work Order

Within CorrigoNet where you can start the work order creation process from any of the following locations:

• Work Orders > Summary > Create New Work Order button
• Work Orders > View By > Any suboption > Create New Work Order button
• Work Orders > Dispatch Board > Create Request button
• Customer > Search > Customer's name > Service Request button
• Customer > Contact Search > Contact's name > Service Request button

To create a work order, complete the following steps:

1. If you accessed the New Work Order screen via a link on the Work Orders tab, the Customer field is blank when you first view it. In the Customer field, choose the customer you want to create a work order for.
2. After you select a customer, the Location, Contact, and Address fields are either automatically filled in if there is only one choice per field or the fields display drop-down options if multiple choices available. The Service History tab for the selected customer also auto-populates at the bottom of the screen
2. Select a location for the customer, if it is not already selected. The Address field is then populated automatically.
3. Select a contact, if one is not already selected.
4. If it is not already populated, enter a contact phone number or email address in the Contact At field.
5. In the Work Description region, select the asset that needs work by using the Item Asset drop-down list or clicking the (A) link to the left of the Asset field to open the Asset Details screen. If you click the (A) link, click here to view the extra steps you need to complete before continuing.
6. In the Task field, select the task to be performed on the selected asset.
7. (Optional) In the Description field, enter any additional information you want to record.
8. If you want to create a multi-line item work order, click the Add button in the Work Description heading row to add a new line, then follow the instructions above for selecting an asset and task.
9. (Optional) If there are two or more items in the work order, you can delete all but one of them by doing the following:
   1. Click the Delete button.
   2. On the Delete Work Items screen that pops up, select the check boxes for the items that you want to delete, then click the Delete button. You must leave at least one item in the work order.
10. In the Assignment and Scheduling region, select a priority from the Priority drop-down list.
11. Note: Refer to the Set a Work Order Priority section of this guide for a description of the different priorities that can be assigned to a work order.
11. If a specialty has not already been auto-selected or if you want to manually override the default specialty, select an option from the Specialty drop-down list.
12. If no one has been auto-assigned to the work order or if you want to manually override the default person the work order is assigned to, select an option from the Assigned To drop-down list.
13. Note: Refer to the Assign a Work Order section of this guide for detailed instructions on how to assign a work order to a technician or vendor.
13. Designate how the assigned to person can access the property by making a selection from the Access/Appt drop-down list.
14. Note: Refer to the Set or Change an Appointment section of this guide for detailed instructions on how to set an appointment for a work order.
14. (Optional) If necessary, click the calendar icon in the Scheduled Start field and select the date and time you want the work order to be started.
15. Note: Refer to the Schedule or Reschedule the Start Date for a Work Order section of this guide for detailed instructions on how to schedule the start date for a work order.
15. (Optional) If you want to limit the amount of time the work order should take, enter a time frame in the Duration text-entry fields.
16. (Optional) If you want to specify a time and date by which the work order must be completed, click the calendar icon in the Due By field and select the time and date on the popup screen that appears.
17. Note: Refer to the Schedule a "Due By" Date section of this guide for detailed instructions on how to schedule a finish date for a work order.
17. (Optional) In the Financial region, select the Possibly Covered by Warranty check box if it applies to the work to be done.
18. (Optional) If you want to change the default Not to Exceed value or if none is listed by default, enter a value in the Not to Exceed field.
19. (Optional) Enter a P.O. number for the work order.
20. Click Save in the top of the Work Order details screen.
21. In the drop-down list that appears, click Save again to save the work order into the system and change its status to New.