Creating a Work Order in SC Mobile

    A work order is a ticket that is dispatched to a service provider to perform repair or maintenance services. Generally, the work order details what the issue is, where the issue is, and when to go to a location, as well as the maximum cost allowed. In SC Mobile you may view, track, note and manage work orders so to stay informed of its progress.

    SC Mobile: Create a Work Order

    How to create a Work Order:

    1. Use either Locations or WOs to navigate to creating a work order
      • (From Locations):
        • On the SC Mobile home page, tap Locations. The list of Locations to which you have access appear.
        • Search for and tap your desired location.
        • Tap New WO. The Create WO page appears.
      • (From WOs):
        • On the SC Mobile home page, tap WOs. The Work Orders page appears.
        • Tap New WO. The list of Locations to which you have access appears.
        • Tap the desired location. The Create WO page appears.
    2. Tap the drop-down menus to choose the appropriate Area, Problem Type, Asset Type, and Problem Code where the problem is occurring.

      SC Mobile: Creating a Work Order

    3. Tap Next.
      • Should the Check for Duplicates page appear, this means a work order was already entered for the issue you are currently creating.
        • Tap the Work Order to review the details.
          • (When the issue is a duplicate) Tap the back arrow and then tap Cancel WO. The work order is not created; you are returned to the work order list for that location.
          • (When the issue is NOT a duplicate) Tap Next.
    4. On the Troubleshooting page, enter the relevant information in the text box. Fully describe the problem so the service provider is as knowledgeable about your request as possible.
    5. Tap Next. The Add Note page appears.
    6. (Where applicable) Tap Add Photo to either take a photo or video of the issue or upload a previously-captured photo or video of the issue.
      • Note: Be very careful to review the photo or video you are appending to the work order. Once the work order with the photo or video is sent, it can only be removed by a user with administrative rights.
    7. Ensure your name is in the first text field. (Note: Should a generic name be in the first text field, delete that information and enter your full, first and last name, so your facilities team knows exactly who entered the work order.)
    8. (Optional) Enter a phone number in the second text field.
    9. Tap Next. The Confirmation WO Information page appears.
    10. Review the service request for accuracy, and note the Category, Priority, Not-to-Exceed Amount, Estimated Scheduled Date/Time and Service Provider.
      • (Users with Edit permissions) Use the edit pencil to update the Description, Category, Priority, NTE (Not-to-Exceed) Amount, Scheduled Date and/or Service Provider, as needed.
    11. Tap Confirm/Create WO. The work order is generated and dispatched to the assigned service provider. You will see a popup indicating the Tracking # and that the service provider was sent an email of your request.
    12. Tap Close. The work order list will reload. Your new work order will appear in the list, sorted by scheduled date.

    SC Mobile: New Work Order