How do I link a work order to a piece of equipment?

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{Alex Silber}
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If you are able to determine that a faulty piece of equipment is the reason for a work order, you can link the work order back to the piece of equipment. This section describes the process of linking a work order to a piece of equipment.

To link a work order to a piece of equipment:

  1. Click Go To > Work Orders > Work Order Dashboard.
  2. Use the SEARCH and/or column filters to locate the work order.
  3. From the Work Order grid, click the REQUEST number hyperlink.
  4. Scroll down to the Equipment section and click plus-sign.jpg.

    work-order-add-equipment.jpg

  5. Enter the name, serial number, or asset tag of the piece of equipment. As you type, the system auto-suggests possible equipment matches.
  6. Using the Problem field, enter the reason for linking the work order to a piece of equipment.
  7. Click SAVE to complete the linking, or SAVE AND ADD ANOTHER to link the work order to another piece of equipment.

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