Manage work order notes

Audience: Dispatchers and operations managers

To ensure information is shared across different executions and operations, attach notes to a single work order (WO).

Prerequisites

Before you start:

• To add a WO from the web application, see Create work orders in FSM.

• To make WOs on the server to dispatch on mobile, see Create work orders on the server for mobile.

Follow the UI path

All following instructions start from this system path:

Features > Core > Work Order Management > Search WO

Add a new note

1. In the Search WO page, in the Filters panel, find the WO.

   • See Search and perform mass actions on work orders|Search WOs.

2. In the WO list, next to the desired WO, click the Three dots menu.

3. Select WO notes.

4. Click New note.

5. In the New note window, enter a note in the Note text box.

6. To add the note to the WO, click Save.

Note: Repeat these steps for each note you want to add to the WO.

What’s next

• To follow all the steps of the WO and account of all the work, see Track and finalize work orders.