DCR - Support Coordination Work Order
- Tim Sweeney
Analytics
Support Coordination Work Orders follow a different creation process to the standard process we have for scheduling future services.
Support Coordination is generally expected to be recorded retrospectively and follows a more simple process so Work Orders can be added more efficiently.
From a Service Agreement record there is a Quick Action called Create SC Work Order which allows a Support Coordinator to create a Work Order for Support Coordination.
The Service Agreement must have Agreement Items available for Support Category = Support Coordination.
The Create SC Work Order modal will allow you to select a Support Coordination product with other related costs and assign the current user as the default Service Resource.
On Submit, a Work Order will be created with:
Status = CompletedWork Type = Support CoordinationSupport Coordinator Group = <Sharing Group specified on the Contact Record>Service Appointmentrecord is created withStatus = CompletedWork Order Line ItemwithStatus = CompletedWork Order Line Itemwith relatedInvoice Line Item
The Work Order Line Item will have a related Invoice Line Item so that the client can be billed.