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Warning

Feedback:

  1. Opening sentence/summary

    1. ‘This feature’ What feature?

    2. This feature ‘is to be able to’ - this is a lot of extra wording that makes the sentence difficult to read.

    3. ‘task has not been completed or more time is needed.’ This is related to services not completed, not tasks. Wording needs to be specific because services and tasks are two different things in this product.

    4. Your summary should include the parent/child relationship between the work order and the split order. From this you can include when a split order can be posted - if the parent is in either a posted or billed status.

  2. Split Orders section

    1. The first image showing how to create a split order should be placed under the summary or Split Orders.

      1. You don’t need to tell them how to create a split order, we will capture that in documentation and link it as an article. The “how to' you wrote can be removed.

This feature is to be able to add to an existing work order if a task has not been completed or more time is needed.

Split Orders

  1. Click the two half circle icon to open the Split Service Record tool. Select Scheduled Date, Order Type, Route, and add Order Notes. Then Process the split.

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  2. Once the Split has been processed a number will appear below the Split icon. Click the number to open the Split Orders List. Then select the child split you would like to view to open the Edit Service Record for the child.

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  3. To get back to the parent you must select the back button below the split icon.

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Parent order must be posted and billed before a child WO can be created.

Pathway: Operations > DispatchA new Split Order feature has been added to Service Records in Dispatch. Split Orders are manually created when a (parent) work order has an uncompleted task (such as returning the yard box back to the site) and completing that task requires a new work order to be created. Split orders act the same as the work order they are split from and can be used to schedule and record servicing details. However, a split order can not be posted unless the parent work order is in either a billed or posted status.

Tip

Review the articles linked at the bottom for additional information on Split Order setup and use.

Split Orders

Create a Split Order: A Split Order icon displays at the top of the Service Record. Selecting this will open the ‘Split Service Record’ popup to create and process a split.

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Parent Work Order: After a Split has been processed, a number ‘1' will display for the original 'parent’ work order. Click on the number icon to open the Split Order linked to it.

Child ‘Split’ Order: When viewing the Split Order (child) the Back icon displays below the Split Order icon. Select ‘Back’ to return to the parent work order.

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Pathway: Operations > Dispatch > Services List > Service Record

Articles: Create A Split Order; Split Order Setup