Managing team members on service work order appointments

A team member is an individual to whom the execution of the service work order appointment is assigned.

Typically, a service resource is composed of several team members. These team members are defined for each resource in the Applications Manager. When taking service work order appointments, Sterling™ Order Management System automatically assigns the resource's team members to the appointment, if they have been defined, and the resource has been selected in the service work order details.

Managing team members on your service work order appointments can offer benefits such as facilitating integration with financial systems to ease payroll processing.

This task assumes that a service work order has already been created and an appointment has already been taken for it.

You have, however, the flexibility to change the assigned team members on service work order appointments.

This can be accomplished by:

• Changing the team members for service work order appointments

  or

• Overriding team members for service work order appointments