Managing Investigation from a Work Order

Service Modules > Investigations > Investigations for End Users > Investigations in a Work Order > Managing Investigation from a Work Order

Add, edit, and remove Observations, Root Causes, and Solutions on an Investigation while working on a Work Order, so the Investigation stays current with the resolution and becomes part of the Work Order's service record.

Managing Investigation from a Work Order in 25.2

You can add, edit, and remove investigation information, such as Observations, Root Causes, and Solutions, while working on a Work Order.

To manage investigation from a work order:

1. Locate the Work Order by searching in the sidebar or from a list view in the Work Orders tab and then click the Work Order number in which you want to manage investigation.

The selected Work Order is displayed.

2. Select the Investigations tab.

The tab displays sections for Observations, Root Causes, and Solutions associated with the Work Order.

Investigations tab on a Work Order, showing the Observations, Root Causes, and Solutions sections with added dictionary items and a Work Plan and Parts column.

3. Review and update the investigation details as needed.

The system automatically saves your changes, and the investigation becomes part of the Work Order’s record and service history.

If a Solution does not include a Work Plan, you can manage parts to define the components required for the resolution. For more information, see Parts Management for Investigation Solutions.