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Requests and Help Desk Features in Detail
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Work Order Types Management page:

Work Order Types are used to categorize Work Orders for searching and reporting purposes.  E.g. “Service Agreements”, “Consulting”, “Support”, “Repairs”, etc.

 

 

Create New Work Order Type - Click on Add New Work Order Type link to create or click on existing description to edit a Work Order Type.

 

  • Description: enter the Work Order Type.  E.g. Maintenance Agreement, Project, or Support Request.
  • Duration: select one of the following:
    • Incident – select when the Work Order applies to a single request that is billed one time.
    • Project – select when the Work Order applies to a single request that may be billed multiple times.
    • Service Contract – select when the Work Order remains open and applies to many requests.
  • WO Template:  select a pre-defined template from the list box.  WO Templates are used to define default values for new Work Orders.
  • Active: defaults to “Yes”.  Set to “No” to deactivate the Work Order Type, removing it as a selection from lookup list boxes. 

 


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