Work Order

Account

Choose an Account lookup field, to identify the associated customer

Work Order

Location

Choose a Location lookup field, to identify the associated customer location

Work Order

Installed Product

Choose an Installed Product lookup field, to identify the component serviced using the work order

Work Order

Service Delivered On

Choose a Date/Time field, to consider as the date-time at which the work order service was considered delivered

Work Order

Technician

Choose a Technician lookup field, to identify the technician who handled the work order

Work Order

Fields to be considered for Repeat Visit

Choose one or more of Account, Location, and Installed Product as the work order attributes based on which Repeat Visits should be matched with their primary visits.

Account and Location matching are based on the managed ServiceMax fields Account and Site.

Installed Product matching is based on matching the Top Level field value if it is not blank, or matching the Top Level field value of the work order’s Component field value.

Work Order

Reference to Primary Work Order

Choose Yes if a work order must have reference to the primary work order, in order for it to be considered as a repeat visit. Choose No, if primary work order reference is not mandatory.

Work Order

Repeat Visit Timeframe

Choose the time frame within which a subsequent visit must happen, for it to be considered a repeat visit. Available options are 7, 14, and 30 days.