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

  1. Open the approved request
  2. Click 'Convert to Work Order'
  3. Review pre-filled info (title, description, asset, priority)
  4. Assign one or more technicians, set the due date and tasks
  5. 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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