Create work order

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • An OSP agent can create a work order so that it can be assigned to a Field Service agent.

    Vorbereitungen

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

    Prozedur

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