Track work orders on the Business Location Service Portal

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Enable your location staff to track work orders for their business locations using the Business Location Service Portal (BLSP). It allows you to view and manage work orders, helping you keep track of tasks and updates directly related to your specific locations.

    Before you begin

    Role required: admin, sn_customerservice.service_organization_contributor, sn_customerservice.svc_location_manager_contributor, sn_bus_loc.location_relationship_manager, and sn_customerservice.svc_location_manager
    Note:
    To access the complete work order functionality, sn_fsm_servicedesk_agent role is added to the sn_customerservice.service_organization_contributor role.

    About this task

    Work orders are requests for off-site work. Users with the appropriate roles create the work orders and provide the necessary information needed for the work order tasks. These orders include information about requested services, including customer names and addresses, the work locations, and any related configuration items. Each work order include one or more tasks that contain specific details about the work to be performed, such as required agent skills or part requirements.

    For more information about work orders, see Managing work orders and work order tasks.

    Procedure

    1. Navigate to Home > Your Information > Business Locations.
    2. On the Business Location Details page, select the business location for which you want to track the work order for.
    3. From the list of work orders at your business location, select a work order number to view its related work order details, such as location, activity, and work order tasks.
      Note:
      External location contributors can't access the Work Order Tasks tab.