Configuring and managing work order templates
You can create templates for any work order or task for users who regularly perform pre-approved work orders that follow well-defined methods for specific and repeated requirements, for example, Installs, Moves, Adds, and Changes (IMAC).
The values you specify in a work order template's Categorization tab are used to add information to the corresponding Categorization tab in the Work Order form. The Categorization tab is used to describe the work order and show which products or services are affected by the work order.Work order template categorization
- Operational categorization is based on a three-tier hierarchy defined in the Operational Catalog Setup form. The Operational Categorization Selection settings add information to the operational categorization fields in the Categorization tab of the Work Order form.
- Product categorization is based on a five-tier hierarchy defined in your Product Catalog Setup form. The Product Categorization Selection settings add information to the product categorization fields in the Categorization tab of the Work Order form.
For more information about company product catalog,Working with product catalog information. For more information about operational catalog, see Working with operational catalogs.
Assignment settings in a work order template
The values you configure in a work order template's Assignment tab are used to add information to two areas in the Assignment tab of the Work Order form:
- The Request Manager settings fill the Request Manager fields in the Assignment tab of the Work Order form. Here you configure the support company, organization, and group to which the work order will be assigned.
- The Request Assignee settings fill the Request Assignee fields in the Assignment tab of the Work Order form. Here you configure the support company, organization, and group by which the work order will be implemented.