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An Address must be entered on the Work Order so the Inspectorate Officer knows where to go.
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By default the Address will be retrieved from the Contact Record of the Person Of Interest that has been added to the Case. You can update this address if needed when creating the Work Order. |
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When you Save the Work Order it will automatically be assigned to someone in the Service Territory that you selected and the Animal Report will be updated with a relationship to the new Work Order so the inspectorate team can see this detail. Under the Related Tab on the Case you can see the Work Order that has been created and can click in to the record via the Work Order Number to make sure everything has been created successfully.
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An Inspectorate Officer will see the new Work Order Record is created and can click into the record to access details.
The Service Territory and Work Type will be automatically assigned to the Work Order.
A Service Appointment will be created and automatically assigned to a Service Resource.
The Animal Report from the Case will be assigned to the Work Order. if you scroll down the page you will also see an
Animal Report Summary.
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