Create a Related Work Order

Use the Create a Related Work order icon to create a work order in Office for AMS. The asset type and work order template are automatically selected based on the asset attached to the permit, but can be changed if desired.

PREREQUISITES: A work order template must be setup. See Add or Edit a Work Order Template in the Designer for 15.4 Guide for more information.

1. From the Main panel, click Create a Related Work order.

TIP: For a quick start guide on this subject, see Create a Work Activity from a Case on MyCityworks.

The Select Template, General, and Selected Assets panels opens. For more information, see Create an Attached Work Order in the Office/Tablet 15.4 for AMS Guide.

2. Once a work order has been created, scroll to the Related Work Activities panel.

3. Click the Id of the case in the Permits section to return to the case.

The work order ID, description, status, and link type displays at the bottom of the Main panel of the case. The Link Type in the lower-right identifies the linked case as a Parent or Child link type for PLL cases and Related for service requests, work orders, and inspections.

NOTE: Inspections can only be created from or linked to PLL cases in Respond. If an inspection has been linked to a case using Respond, that inspection is shown in the list of related work activities on the Main panel.

NOTE: If the work order information doesn't appear, you can use the Show related objects: Cases, Workorders, Requests icon. For more information, see View Related Objects.

 

Last updated 4/9/2019.

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