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Work Order Management is a component that has been developed to help support the bulk creation of Individual Participant Scheduling is the process for scheduling service to one particular client (not a group activity). |
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Work Order Management Walkthrough
Work Order Details
The first step in this process is Work Order Details, which allows you to add the following information.
Participants- many Participants can be added when Multi Participant Scheduling is selected at the first step.Note that the
Client Countspecified here is used to calculate the ratio on the Service Appointment and feeds into theInvoice Line Itemcalculation.
Service Territory- select from active Service Territories where the service is to be delivered.Location- this is a filtered list of Locations that are available on the related ParticipantContactRecords.Work Type- select from active Work Types in the system.Goal- this is a filtered list of Goals from the related ParticipantContactRecords.
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