In this blog we will see how to create the work order in incident type .
STEP:1
Firstly, Click on the settings then select work orders incident types hear as showing the image.
In Active Incident Types click on the +new option.
STEP:2
After click on that new option it will navigate to the new incident type. Next,
Select the General tab then Enter Name and Description.
Next, Click on the save.
STEP:3
Select the Details tab then fill the default work order type.
Estimated duration its up to your choice like 5 hours,45 minutes.
Choose the No option for the copy incident items to agreement.
Click on the save button.
STEP:4
In products and an item are needed to fix or solve this issue.
So, click on the new incident type products.
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Pop up the quick create incident type product.
Entry name, product, unit, incident type, quantity, description, internal description, line order all details.
Click on the “save and close” button.
STEP:5
This service is generally would typically build a customer so click on the new incident type button.
We will associate service to incident types that are needed to complete this type durations.
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Enter the details and click on the “save and close” button.
STEP:6
Click on the service task tab then add +new incident type service.
After selecting that option a details page will be generated next fill the details then click on the save button.
STEP:7
Next, Select the characteristics tab click on the new incident type fill the characteristics then select the save button.
STEP:8
Resolution tab is optional .
But do you want to create click on the resolutions tab then enter the new incident type add the details .
Click on the save button.
STEP:9
Next, Select the service option then check the work order primary incident Then finally once click on save and close button.
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October 17, 2024
October 11, 2024