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This text refers to program version 8.5  

Service Order Example and Work Flow - Page 4 - Instructing Technicians - Raising Work Orders

This example describes creating a Work Order to issue instructions to a technician after receiving an Item into the workshop for repair.

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After creating the Service Order and receiving the Item to be repaired in to the workshop, an optional step is to generate a Work Order. Creating a Work Order is a mechanism that you can use to notify a technician that an Item has been received in for repair, together with details of the fault. In a smaller workshop, you may not need to use Work Orders.

Return to the Service Order and choose 'Work Orders' from the Create menu (Windows/macOS) or + menu (iOS/Android). The following window appears, allowing you to assign the job to a particular technician (in this case, Ingrid Peterson):

Throughout the day, the technicians monitor the Work Order register as this determines the work they are to do. They can also produce a Work Order Journal report showing the jobs that have been assigned to them that have not yet been finished. This is the Work Order for the Amplifier:

All details including Serial Number and warranty status are transferred from the Service Order. The Deadline on the 'Date' card is copied from the Planned Delivery Date in the Service Order. The technician's task is shown on the 'Comment' card (transferred from the 'Terms' card of the Service Order):

Service Order Example and Work Flow:

• Introduction
  

• Linking Items Sold to the Service Orders Module
  

• Entering Service Orders
  

• Taking Responsibility for Repair Items
  

• Instructing Technicians - Raising Work Orders
  

• Labour and Spare Parts - Work Sheets
  

• Creating Purchase Orders for Spare Parts
  

• Work Sheet Transactions
  

• Invoicing
  

• Returning Repair Items to Customers

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