Work Order Creation

Service Modules > Work Order Management > Work Order Management for End Users > Work Order Creation

Work Order Creation

You can create Work Orders manually or automatically based on service requirements. These Work Orders capture all relevant details, such as the assets involved, the service tasks to be performed, and the assigned technicians. You can create Work Order in the following ways:

• Creating Work Orders Manually using SFMs

• Creating Work Orders Automatically across Service Modules

• Creating Work Orders via APIs

Creating Work Orders Manually using SFMs

Call center agents or service engineers can manually create Work Orders from various source records such as Installed Product, Account, and Location through SFMs. Work orders are also created from Cases and Service Requests, to convert a customer query into a work order.

Using SFMs, you can:

• Create Service Request Work Order

• Create Field Service Work Order

• Create Work Order from Case

Creating Work Orders Automatically across Service Modules

You can create different types of work orders using automation engines for different business use cases across ServiceMax Modules. The Admin must set up these engines in each module to automatically create Work Orders. The following are the different types of work orders that can be created in various Service Modules:

• Preventive Maintenance (PM) Work Order: Create Preventive Maintenance (PM) Work Orders to perform regular maintenance that improves the efficiency and lifespan of Installed Products. These are generated automatically based on scheduled maintenance plans. For more information, see Preventive Maintenance.

• Field Change Order (FCO) Work Orders: Create Field Change Order (FCO) Work Orders to apply mandatory product changes, such as recalls or upgrades at the customer site. For more information, see Field Change Order.

• Depot Repair Work Orders: Create Depot Repair Work Orders to service defective equipment that is sent to a central repair facility or depot rather than repaired on-site. For more information, see Depot Service Management.

• Remote Triage: Create a Work Order from an Aquant case to evaluate service issues remotely and suggest the most cost-effective resolutions before dispatching technicians. For more information, see Remote Triage.

Creating Work Orders via APIs

ServiceMax provides an API-based mechanism to automatically create Work Orders through event-driven web service integrations. This is configured using the Map to Apex within in the IoT Setup. For more information, see CreateWorkOrder.

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