Create work order

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.