Create work order

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • An OSP agent can create a work order so that it can be assigned to a Field Service agent.

    시작하기 전에

    Role required: sn_csm_ocs.ext_agent and you must have installed Customer Service Management with Field Service Management plugin.

    프로시저

    1. Go to My Cases and open a case.
    2. Click Work Orders related list.
    3. Click New.
    4. Click Submit.
    5. View work order status to update the customer of the status.
      주:
      You cannot create a new work order until the previous one is closed or deleted.