Adding Process Bottlenecks to a Work Order
To add process bottlenecks:
1. Locate the Work Order by searching in the side bar or from a list view in Work Orders tab. Click the Work Order number to which you want to add issues affecting timely completion.
2. In the Process Bottlenecks related list, click New. Work Order number are populated automatically in the screen.
3. Enter the Case number or use Lookup to search and select the Case record.
4. Select the appropriate issue area and subcategory.
5. Enter start date and time. As a best practice and to enable visibility to management, it is recommended to log an issue as soon as it is discovered.
6. Leave the end date and time blank until the issue is resolved.
7. If the issue has an internal owner, enter the name of the owner or use Lookup to search and select the Salesforce user.
8. If the issue is waiting on a customer contact, enter the name of the contact or use Lookup to search and select the contact record.
9. Enter the Parts Order reference or use Lookup to search and select the Parts Order record.
10. Enter the detailed issue description.
11. Click Save.
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A Work Order can have an unlimited number of process bottlenecks. Repeat the above steps for each process bottlenecks record to be added to the Work Order. You can also click Save & New after creating a new process bottlenecks record.
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