Create work order

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • An OSP agent can create a work order so that it can be assigned to a Field Service agent.

    Before you begin

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

    Procedure

    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.
      Note:
      You cannot create a new work order until the previous one is closed or deleted.