Work To Do tab for Work Orders
Updated
by
Cheryl Wallace
The Work To Do tab shows the task and instructions for completing the work. The information in editable fields can be changed at any point while the work order is open. Once the work order is closed, the data can't be modified.
Fields on this tab include:
Task | Displays the service task to be performed. If the work order originated as a service request, this defaults to the task on the service request but can be changed. |
Instructions | Displays the instructions to complete the service that are stored on the task. Read-only. |
Estimated Material Cost | Displays the estimated material cost from the task. Read-only. |
Estimated Labor Cost | Displays the estimated labor cost from the task. Read-only. |
Scheduled Date | When carrying out service in-house, select the date the work order is scheduled once the work order has been approved. This must be the current or a future date. |
Time | Select the time the work order is scheduled once the work order has been approved. This must be the current or a future date. |
Assigned To | When carrying out service in-house, select the personnel to complete the work order. |
Scheduled By User | Displays the name of the user who scheduled the work order. |
Type | Displays the work order type associated with the task. |
Estimated External Cost | Displays the estimated external cost from the task. Read-only. |
Total Estimated Cost | Displays the sum of the estimated material cost, estimated labor cost, and estimated external costs from the task. Read-only. |
Vendor | For external work, select the vendor for the work order. |
Purchase Order | For external work, select the purchase order for work order. |
Contact | This defaults to the vendor's contact name but can be changed. |
Telephone | This defaults to the vendor's telephone number but can be changed. |
This defaults to the vendor's email address but can be changed. |
See also:
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