How do I replace an action on a work order?

Replacing an action with a new action.

Remove an action from a work order and replace it with a different one. This option is available for work orders created in Utility Management.

 

Replacing an action on a work order

1.  Go to the work order detail.

See the help topic titled How do I view the work order detail?

2. Click the Modify button.

Modify button

What if the Modify button is missing? The Modify button is available on the screen if the work order was created in Utility Management Service Orders. If the Modify button is missing, it means the work order was created in Maintenance Orders.

3. Select Replace this Action.

Selecting Replace This Action from the Modify menu

The Replace Action form displays.

 

4. Enter a comment to explain why the action was canceled (optional).

Adding a comment to a replaced work order

5. Select a New Action.

Use the New Action menu to select an action. To add an action to the New Action menu, use Connect Utility Management > Organization > Action Codes.

Assigning a new action to a replaced work order

6. Enter a comment to explain why the action was created (optional).

Adding a comment to a new action

7. Click Save.

The action is canceled and replaced with the new action.

Updated 06Mar2018

 

 

Copyright © 2020 Caselle, Incorporated. All rights reserved.