||Auto-generated identification number for the work order.
||Company for which the work order was opened. The lookup
list shows only those companies designated as
Customers in their company
||Person that requires the work. The lookup list shows only
users associated with the selected
Primary item that requires work, such as a broken laptop
or a printer that needs ink. Configuration Item lookup
lists are based on the selected
Company. If more than one
item requires work, add them to the Affected CIs related
When assigning CIs to individual tasks, the qualifier and
dispatcher can choose only from the CIs in the
Work Order Affected CIs
related list. The same CI in a work order can be applied
to multiple work order tasks.
||Geographical area where the work must be done. If not
entered manually, the field is filled automatically based
first on the Affected CI field and
then, if no affected CI or location is provided, on the
Template for creating this work order (optional). Click
the lookup icon and select a template. The description
of the selected template will populate the
Description field. If you
selected Tasks will be dispatched
manually in the Field Service
Configuration screen, work order tasks that were created
for orders that use templates are automatically
transitioned to Pending dispatch.
For more information on templates, see
Service Order Templates.
Note: If defined in advance, the template
dependencies, which the tasks in your work order
||Date and time the work order was opened.
||Precedence of the work order, based on severity of the
impact, number of users affected, or other factors. The SLA
applied to this work order is determined by the priority
selected in this field.
||Current stage of the work order in the work order life
||Group that can specify the technical details of the work
order. The lookup list shows only the qualification groups
associated with the selected
Location. If no qualification groups
exist for the location, all qualifications groups are listed
and any can be selected. This field is hidden when Field Service Management is configured for automatic qualification.
||Record number of the original problem, incident, change
request, or other work order from which the work order was
|| Option for issuing a statement of fees or charges for
the work order. This is useful for running reports on
billable work orders.
||Brief explanation of the work order.
||Detailed information describing the work to be performed.
create work orders, but
should add as much detail about the work to be performed
as possible to avoid extra communication with the caller
||Information about the work order and how it was
completed. This field is not visible to customers. Work
notes are added throughout the work order life cycle to help
users who work on it to communicate useful information.
||Date and time when the earliest task is scheduled to
||Estimated date when all tasks will be completed.
|Actual work start
||Date and time when the earliest task actually started.
|Actual work end
||Date and time when the last task actually ended.
|Requested due by
||Estimated date when the latest task will be completed.
The Lead Time for the
schedule is subtracted from the Required Due
by date for the work order to determine this