How do I create a new service order?

Enter a new service order.

A service order is a request for work that includes a description of the work to perform. Use Create Service Orders to enter a request for work.

Contents

How do I create a new service order?
1. Creating a service orders
1. Creating a service order from Customer Inquiry
1. Setting up the default print setting for new service orders
1. Setting the default option to request a new mailing address
1. Adding additional fields to the Service Order tab
1. Adding additional fields to the New Customer tab
1. Viewing service order history by location
1. Changing a service order

Creating a service orders

1. Open Connect Utility Management > Service Orders > Create New Service Orders.

2. Enter the Customer.

This is the customer name or number.

You can use the Search button to look up a customer by customer number, customer name, service address, final bill date, or parcel ID.

3. Enter the Created Comment (optional).

This field is optional. You can enter a comment in this field and the comment will be saved with the service order.

4. Fill in any additional fields.

You can add or remove some of the fields from the Create New Service Orders form. If fields have been added to the form, fill in the requested information.

Press Enter again to move through the remaining fields.

5. Add Actions to the service order.

Add the action codes to the service order.

Select a Department.

When you select a department, the Assigned To field will display a list of users assigned to the service order department.

Service Order Department

Next, select a user to assign to the service order and an action code (optional).

You can leave this field blank so anyone in the department can work on it.

Assigned To

Selecting an action code will add the additional fields that have been assigned to the action code to the form.

If the action code is not linked to additional fields, this section will be blank and you can move on to the next section. To add or remove fields from the Create New Service Orders form, see the section titled Adding additional fields to the Service Order tab.

Meter ID and Due Date

6. Click Save (CTRL+S) at any time to save the service order.

The service order is saved.

Updated 23Apr2018

Creating a service order from Customer Inquiry

You can create a service order from Customer Inquiry. Using the Create New Service Order button will open the form to create a new service order and use the customer's information to fill in the service order form.

To create a service order from Customer Inquiry, click the Create New Service Order button on the toolbar in Customer Inquiry.

Customer Inquiry toolbar, Create New Service Order button

Or open Other and then select Create New Service Order.

Other menu, Create New Service Order

Updated 09Jul2018

Setting up the default print setting for new service orders

Change the default option to save and print a service order. You can set the default setting to always print, never print, or ask the user if they want to print a service order.

Do this...

1. Open Connect Utility Management > Service Orders > Create New Service Orders.

2. Click Options (F12).

Print service orders when saved

3. Use the Print Service Orders When Saved menu to select an option.

What do you want to do?

I always want to print a new service order. Select Yes.
I never want to print a new service order. Select No. You can use the Print button on the toolbar to override the default setting.
Ask me if I want to print a new service order. Select Prompt Each Time.

4. Click OK.

The default print setting is saved.

Setting the default option to request a new mailing address

Change the default setting on this form to ask the user to update the customer's mailing address.

Do this...

1. Open Connect Utility Management > Service Orders > Create New Service Orders.

2. Click Options (F12).

Prompt to modify the mailing address on final readings

3. Set up the checkbox titled Prompt to Modify the Mailing Address on Final Readings.

What do you want to do?

Ask me to change the mailing address when I enter a final reading. Click to select the checkbox titled Prompt to Modify the Mailing Address on Final Readings.
Do not ask me to change the mailing address when I enter a final reading. Do not select the checkbox titled Prompt to Modify the Mailing Address on Final Readings.

4. Click OK.

The default setting is saved.

Adding additional fields to the Service Order tab

Add fields to the Service Order tab. The new fields will be displayed on the Service Order tab and the values in the new fields will be saved with the service order instead of being attached to an action code assigned to the service order.

Create New Service Order form with additional fields

Do this...

1. Open Connect Utility Management > Service Orders > Create New Service Orders.

2. Click Options (F12).

Additional fields

3. Click Select.

The Selection form lists the fields that you can add to the Service Order tab.

4. Move the fields that you want to add to the Service Order tab to the Additional Fields list, and then click OK.

Selection form

The Selection form is closed.

5. Click OK.

The Service Order tab will include the additional fields.

Adding additional fields to the New Customer tab

The default setting shows the following fields on the New Customer tab: Name, Address 1 and 2, City, State/Province, Zip/Postal Code, and Telephone 1 and 2. When you create a new service order to final bill or add an action code assigned to a final type, you can fill in the fields on the New Customer tab. When you final bill the customer and you select the option to save as new, the information that is saved on the New Customer tab in the service order will be displayed on the screens to set up a new customer.

Create New Service Orders, New Customer tab

You can add or remove the fields that display on the New Customer tab so you can collect the information that you'll need to set up a new customer.

Do this...

1. Open Connect Utility Management > Service Orders > Create New Service Orders.

2. Click Options (F12).

3. Click Select.

Additional customer fields

The Selection form displays a list of fields that you can add to the New Customer Information tab.

4. Move the fields that you want to add to the New Customer Information tab to the Selected Additional Fields list.

Selection form

5. Place the fields in the Selected Additional Fields list in the order that you'd like them to display on the New Customer Information tab.

To change the display order, click on a field name and then click Move Up or Move Down.

Selection form

6. Click OK.

The Selection form is closed.

7. Click OK again.

The selected fields will display on the New Customer Information tab.

Updated 09Jul2018

Viewing service order history by location

When you create a new service order and the location already has a service order assigned to it, a yellow warning icon displays at the end of the Customer field, like this...

Yellow warning icon

You can view a list of service orders that have been created for the current location in the section titled Location History (it's located in the right pane). This information will help you know when you're creating a duplicate service order.

Location History pane

To view the service order detail in Service Order Inquiry, click the Information button.

Information button

Updated 09Jul2018

Changing a service order

Edit the properties on a service order.

Do this...

1. Open Connect Utility Management > Service Orders > Create New Service Orders.

2. Click Edit (CTRL+E).

3. What is the service order number? Use the Service Order Number field to enter the number. Press Enter.

4. Now, update the service order properties.

5. Click Save (CTRL+S).

The service order is updated.