Adding a Mobile Work Order
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From the Actions menu on the mobile dashboard, tap Add New Work Order.
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Tap the Location field and begin typing in the Search field to select a location.
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Tap Done.
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Enter a Description of the work that needs to be performed.
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Type any additional details and notes in the Details box. *Note: This is an optional step. We highly recommend filling in as much detail as possible, however if you choose to skip this step you can enter detailed step-by-step instructions in the Task List.
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Select a Priority for the work order.
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Select a Source of Work from the pick list.
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Select a Category to specify the type of work being done. Then select a Subcategory to further describe the work. *Note: The Category you select will determine the Subcategories listed in the pick list.
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If the work has been requested by someone else, enter the name of the Requestor and the Requestor Phone number.
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Click Save.
