Work order details

You can view the details of an work order in this screen. This screen lets you perform certain actions and enables you to view some of the associated screens.

Table 1. Work order details screen, primary information
View Icons	Description
Alert	This icon takes you to the Work Order Alerts screen to view the alerts associated with the work order.
Audit	This icon takes you to the Work Order Status Audits screen to view the work order status audits.
Instructions	This icon takes you to the Work Order Instructions screen to add or modify the instructions created for the work order.
Notes	This icon takes you to the Work Order Notes screen to add notes or contact information associated with the work order. If notes have been added, the Notes Check icon is displayed instead.
Service Tools	This icon takes you to the Service Tools screen to add or remove the service tools associated with the work order.
Action
View Holds	This action lets you view and manage order holds. For more information refer to View Holds screen for field level descriptions of the screen.
Cancel	This action pops up the Cancel Work Order screen to provide the code and reason to cancel the work order.
Fields
Work Order #	The work order number associated with the work order.
Enterprise	The Enterprise associated with the work order.
Node	The node associated with the work order.
Order #	The order number associated with the work order. Click this link to view order details.
Provider Organization	The provider organization associated with the order.
Service Item Group	The service item group code associated with the order. For example, `Provided Service` represents that the work order performs a Provided Service If the work order is designated as both a Provided Service and a Delivery Service, the priority goes to the Provided Service.
Status	The current status of the work order. The valid statuses are Work Order Created Work Order Completed Work Order Cancelled
Service Complexity Level	The service complexity level for this work order.
Supervisor ID	The identifier of the service supervisor associated with this work order.

The service location address can be specified in the Service Location panel of the work order details screen. For more information refer to the Service Location screen details.

Table 2. Work order details screen, capacity information
Fields	Description
Preferred Resource Pool ID	The preferred resource pool for the work order. If the work order contains both a Provided Service and a Delivery Service, only the Provided Service resource pool is able to be selected as a Preferred Resource Pool ID.
Preferred Resource ID	The resource ID associated with the preferred resource pool, if applicable.
Override Requested Capacity	This box is checked if the requested capacity is overridden.
Requested Capacity	The requested capacity for the work order.
Allocated Capacity	The allocated capacity for the work order. This also represents the blocked capacity when planning appointments.
Total Weight	The total capacity in terms of weight.
Total Volume	The total capacity in terms of volume.

Table 3. Work order details screen, execution details
Fields
Pre Call Status	The pre-call status associated with the work order.
Planning Complete	To indicate whether the work order planning is complete.
Multiple Appointments	To indicate whether the work order has multiple appointments.
Cancelled/Failed Appointments	The number of appointments that are cancelled or have failed. Click this link if you want to view the appointment details of cancelled or failed appointments. For more information see Work Order Appointments.

The Open Appointments panel have different actions for single and multiple appointments as described in the following table:

Table 4. Work order details screen, open appointments
Actions	Description
Plan Appointment	This action takes you to the Plan Work Order Appointment screen if you did NOT select the `Multiple Appointments` checkbox when creating a work order. Note: This action is available only for single appointments.
Add	This action takes you to the Plan Work Order Appointment screen if you have selected `Multiple Appointments` checkbox when creating a work order. Note: This action is available only for multiple appointments.
Change	This action takes you to the Plan Work Order Appointment screen to modify an existing appointment for a work order. Note: This action is available only for multiple appointments.
Record Completion	This action takes you to the Record Completion screen to complete the appointment.
Record Failure	This action takes you to the Record Service Failure screen to enter the service failure reasons for the appointment.
Cancel	This action pops up a Modify Work Order screen to cancel the selected appointment.
View Execution Details	This action lets you view the Execution Details screen for completed appointments.
Fields
Sequence No.	The sequence number of the appointments.
Appointment	The current appointment date and time.
Appointment Overridden	Specifies whether the appointment is overridden.
Allocated Capacity	Specifies the allocated capacity for the appointment.
Resource Pool ID	The associated resource pool ID of the appointment.
Resource ID	The associated resource ID of the appointment.
Appointment Status	The current status of the appointment. The valid statuses are: Open Failed Cancelled Completed

You can add or remove service lines from a work order in the Service Lines panel.

Table 5. Work order details screen, service lines
Actions	Description
Add Line	This action takes you to the Add Service Lines screen to add service lines to the work order.
Remove Line	This action removes the selected service lines by popping up the Modify Work Order screen. Enter the relevant information and select OK. The selected service lines are removed.
Fields
Item Related Info	The item name and the description is provided. Click this link to view service request details.
Item Group Code	The group code of the service item is specified. For example, if the service is a Provided Service then the item group code is `Provided Service`.
Required Quantity	The quantity of the service items required.

You can add or remove the products that are to be delivered as part of the work order.

Table 6. Work order details screen, products being delivered
Actions	Description
Add Line	This action takes you to the Add Products Being Delivered screen if you want to add a product with a delivery service.
Remove Line	This action removes the selected product lines by popping up the Modify Work Order screen. Enter the relevant information and select OK. The selected product lines are removed.
Fields
Item Related Info	The item name and description is provided. Click this link to view service request details.
PC	The item's product class.
UOM	The item's unit of measure.
Required Quantity	The requested quantity by the service.
Delivered Quantity	The quantity to be delivered.

The work order is confirmed once the appointment and associated service lines are completed.