Service Modules > Work Order Management > Work Order Management for End Users > Work Order Creation > Creating a Field Service Work Order
Creating a Field Service Work Order
A Field Service Work Order is a record that represents a service task to be performed at a customer site or remote location. You can manually create a Field Service Work Order from a Service Request Work Order record.
To create a Field Service Work Order:
1. From the Home page, open a Service Request Work Order record. Ensure that the Record Type is Service Request.
2. Click Create Field Service Work Order. The Create Field Service Work Order page is displayed with the fields copied from the Service Request Work Order record.
3. Provide the details for the fields as described in the following table:
Field
Description
Work Order Information
Account
Specifies the Account of the Installed Product.
Contact
Specifies the primary point of contact for the service, allowing the technician to coordinate directly with the customer.
Product
Indicates the product that requires service, helping the technician understand what equipment or item is involved.
Priority
Specifies the urgency of the Work Order so it can be scheduled and addressed appropriately. For example, Low priority.
Component
Specifies the specific part of the product that needs attention, enabling more targeted servicing.
Billing Type
Specifies the billing method. The Billing Type can be contract, warranty, and so on.
Order Type
Specifies the type of the Work Order. Select Field Service to create Field Service Work Order.
Problem Information
Problem Description
Specifies the issue reported or observed. This provides context for the technician and helps ensure accurate diagnosis and resolution.
Entitlement Information
Warranty
Specifies the warranty coverage of the product.
Service Contract
Specifies the service contract coverage of the product.
Entitlement Notes
Specifies additional notes related to service entitlement to be recorded, ensuring all special terms are considered.
4. Click Save.
You are redirected to the newly created record.
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