Generate a work order task summary

Generate a summary directly from the work order task record.

Before you begin

Role required: wm_qualifier, wm_dispatcher, wm_agent

Procedure

1. Navigate to a work order task.
2. Select Summarize.

Result

A summary is generated for the work order task.

Generate a summary for a work-in-progress task

Alex the agent is finishing a printer repair task. To wrap up the task, they generate a summary using the procedure.

What to do next

You can mark the summary as helpful or unhelpful, copy the summary, or refresh to generate the summary again.