Dispatch Work Orders in the Portal - Session Length: 30 min

Dispatch Work Orders in the Portal - Session Length: 30 min

Overview

Work Orders are Forms which have been partially pre-filled for dispatch to a designated User. For example, you can pre-fill a Form with the customer’s name, address and phone number, then assign it to a specific technician or field operator in your Company. This training session is intended for Mobile Forms Administrators and/or Work Order Dispatchers who will be creating Work Orders using the Portal.

Please contact your Account Manager or sales@field2base.com to request a training session.

Objectives

After completing this training, you should be able to:
  1. Create a new Work Order
  2. Assign and re-assign a Work Order
  3. View existing Work Orders
  4. Edit or cancel an existing Work Order
  5. Experience how Work Orders are completed in the Mobile Forms Apps
  6. Run reports on completed Work Orders
 

Resources

  1. Dispatching Work Orders from the Portal
  2. Managing Work Orders