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Splitting a Work Order

Eptura Knowledge Center

Splitting a Work Order

Work orders may include Service Tasks that require completion before a Work Order is closed out. However, suppose you have a Work Order with one Service Task that cannot yet be completed or must be assigned to another contact. This Service Task can be split into another Work Order.

How to Split a Work Order

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Steps to Split a Work Order

  1. Navigate to the Work Order Module and click on any Work Order 
  2. Select Create Work Order

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    The following window will appear:

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  3. Select which Service Tasks to split into another Work Order
  4. Select    Create WO  

The Service Tasks have now been split into another Work Order and the new Work Order will appear in the Linked Work Orders Section

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Use this feature to
  • Split Service Tasks into another Work Order
  • Complete a Work Order while redistributing outstanding Service Tasks to a new Work Order
  • Reassign a Service Task to another contact

 

 

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