Create a work order for a customer service case

Create a work order for a customer service case as part of the case resolution process.

Avant de commencer

Role required: sn_customerservice_agent, sn_customerservice_manager, or admin

Pourquoi et quand exécuter cette tâche

After a work order is created, it appears in the Work Orders related list on the Case form. The case number is also referenced on the work order.

Procédure

1. Open the desired case.
2. From the Work Orders related list, click New.
3. Fill in the fields on the Work Order form.
   For more information, see Create a work order.
4. Click Update.

Information associée

• Manage work orders