Converting to Work Orders
Turn approved requests into work orders
4 min read
Approved requests can be converted into work orders for formal tracking and cost management.
Conversion Steps
- Open the approved request
- Click 'Convert to Work Order'
- Review pre-filled info (title, description, asset, priority)
- Assign one or more technicians, set the due date and tasks
- Click 'Create Work Order'
What Transfers
- Title and description
- Priority level
- Attached files
- Asset and location
- Permanent link between request and WO
Tip
Navigate between linked request and work order from either detail page.
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