Creating a Work Order

To create a work order, follow the steps given below.

1. Navigate to the Calls, Emails, & Text - > Fleet Maintenance option in the Side Bar.

The Fleet Maintenance page will be displayed.

2. Click the Create button.

The Create Work Order page will be displayed.

3. In the General section, select the name for work order is added by from the Added by drop down list.

4. Select the fleet or vehicle name by clicking the Browse () button on the Fleet/Vehicle field.

The Vehical screen will be displayed.

5. Check on the row of the acceptor that you wish to select and click the Select button.

The selected acceptor name will be added to the acceptor field.

6. Enter the comments if any in the Comments text entry box.

7. Select the fleet or vehicle name by clicking the Browse () button on the Acceptor field.

The Acceptor screen will be displayed.

8. Check on the row of the acceptor that you wish to select and click the Select button.

The selected acceptor name will be added to the acceptor field.

9. Set the odometer value before repair from the Odometer Before Repair field.

10. Select the mileage type from the Mileage Type drop down list.

11. Set the labor price value from the Labor Price field.

12. Select the type of the material used by clicking the Browse () button on the Material Used field.

The Material Used screen will be displayed.

13. Check on the row of the material used that you wish to select and click the Select button.

The selected material name will be added to the material used name field.

14. Set the material price value from the Material Price field.

Scroll down to the next option.

15. Select the name of the acceptor from the Acceptor drop down list.

16. Specify whether the receipt provided or not by checking or un-checking the Receipt provided (not cash) field.

17. Select the status from the Status drop down list.

18. Select the task in work order from the Work Order drop down list.

19. Specify whether the product is under repair or not by checking or un-checking the Mark as under Repair field.

20. Select the check in date from the Check In On calendar.

21. Select the check out date from the Plan to Check Out On calendar.

22. Select the work finishing date from the Done On calendar.

23. Navigate to the Documents tab.

The Documents section of the page will be displayed.

A. Click the Create button.

The Upload File page will be displayed.

B. Click the Select File button.

The standard Open dialog will be displayed.

C. Select the file that you wish to upload and click the Open button.

The selected file will be uploaded to the Upload Files section.

D. Enter the comments if any, in the Comments text entry box.

E. Select the folder from the Folders drop down list.

F. In the Indexes section, specify whether you wish to extract zip archives or not by checking or un-checking the Extract ZIP Archives option.

G. Click the Close button.

The selected document will be uploading to the Document section.

24. Navigate to the Linked Items section.

The Linked Items section of the page will be displayed.

25. Click the Add New link.

The Link Item section of the page will be displayed.

A. Select the type of the object from the Object Type drop down list. The available options are Sales, Vehicle, Client, Call, Task, Invoice, Payment, Material and File.

B. Select the name of the object type by clicking the Browse () button.

The page will be displayed based on the selected criteria.

C. Select the object that you wish to select and click the Select button.

The selected object will be added to the field.

D. Click the Save button.

The selected file will be added to the linked items section.

26. Click the Save button.

The new work order will be created.