Adding Work Order Instructions

Instructions on work orders are valuable ways to store information related to specific locations, categories or customers. This information is visible on the work order and can be tailored to provide specific instruction to vendors, including IVR Information. 

Adding Instructions on Work Orders is permission based.

On the Menu, click on the Administration tab and then Instructions. 

Work Order IVR Instructions

 Step 1: Click on Work Order IVR Instructions

Step 2: Click on the + in the top right hand corner of the grid. 

Step 3: Type in the desired Work Order IVR Instructions. 

Step 4: Select any other criteria for these instructions to appear for those situations.

 Step 5: Be sure to make this Instruction Active and Save when finished. 

Work Order Special Instructions

Step 1: Click on Work Order Special Instructions

Step 2: Click on the + in the top right hand corner of the grid. 

Step 3: Type in the desired Work Order Special Instructions. 

Step 4: Select any other criteria for these instructions to appear for those situations. 

 Step 5: Be sure to make this Instruction Active and Save when finished. 

CASCADE TOGGLE

IF CASCADE=NO: IT FINDS THE BEST MATCHING INSTRUCTIONS. 

IF CASCADE=YES: IT FINDS EVERY MATCHING INSTRUCTION OF THIS TYPE THAT IS SET TO CASCADE YES, AND ADDS THEM ALL TOGETHER TO MAKE A MULTIPLE PART INSTRUCTION. 

Within the Work Order, click on the drop down for "Show Instructions" to view the Assignment and Work Order Instructions.