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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 Count specified here is used to calculate the ratio on the Service Appointment and feeds into the Invoice Line Item calculation.

• 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 Participant Contact Records.

• Work Type - select from active Work Types in the system.

• Goal - this is a filtered list of Goals from the related Participant Contact Records.

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