Tickets and work orders

Create a service ticket

1. Open Field Service → Tickets.
2. Click Create.
3. Select an active Customer and, if known, one of that customer's Sites and a Contact. A Site belonging to another customer is rejected.
4. Describe the issue, set priority, and save.

Create a work order from a ticket

1. Open the ticket.
2. Choose Create work order.
3. Confirm scope, Site, and any required skills or parts.
4. Save. The Work Order starts in draft / pending until scheduled.

You can also create a Work Order directly from Field Service → Work orders when there is no prior ticket.

Cancel a work order

1. Open the Work Order.
2. Choose Cancel.
3. Provide a reason if prompted.
4. Confirm. Related Assignments and stock reservations are released. Changing or removing planned parts also releases reservations that are no longer needed.

Work order dependencies

When one job must wait on another:

1. Open the Work Order → Dependencies.
2. Link the prerequisite Work Order.
3. Planners see the constraint when publishing the schedule. Dependency cycles are rejected.

Recurring work

For recurring rules on a day near month end, a month without that day uses its last day. For example, a monthly rule on the 31st runs on February's last day.

Statistics

Open Field Service → Statistics (or the work-order dashboard) for counts by status, overdue work, and throughput — useful for planners and managers.