To add a single task to an existing active order, from the tasks record start by clicking the Send button
Select Add to active order from the drop down list
Click OK to continue
NOTE: If you cannot the Add to active order as an option on this list then you are currently not able to perform this action. The ability to add new tasks to existing orders is restricted to Managers only.
On the works list select the relevant order by clicking the target button on the relevant row (1)
The selected works record will show in the Current selection at the bottom of the screen.
Click the Confirm button to continue (4).
NOTES:
Click Yes to proceed - the task will be added as an additional line item to the selected order.
Messages will be sent to the relevant personnel informing them of the addition.
All additions to works are logged as events linked to the works record.
The new task, added as a new line item to the order.
On the works item record itself the status is set to confirmed and the 'original status' is set to addition - this will not be changed at any time and provides a permanent record of the fact that this item was added after the original order was issued.
To add multiple tasks to an existing order first follow the normal routine to list and select the relevant tasks from the Scheduled tasks list.
Click Confirm to continue.
Select Add to active order from the drop down list
Click OK to continue
Now follow the remainder of the process as for adding a single task above (*)!
NOTE: If you cannot the Add to active order as an option on this list then you are currently not able to perform this action. The ability to add new tasks to existing orders is restricted to Managers only.
On the Helpdesk issue record, click the Send button
Check the location, adjust if necessary and click Confirm to continue
Select Add to active order from the drop down list
Click OK to continue
Now follow the remainder of the process as for adding a single task above (*)!
NOTE: If you cannot the Add to active order as an option on this list then you are currently not able to perform this action. The ability to add new tasks to existing orders is restricted to Managers only.