Create a Work Order (User)

Users can open a work order directly from the Customer Portal. Frequently requested items are available for easy categorization.

To create a work order (users):

  1. In the Customer Portal, select See Services on the Service Catalog card.
    The URL is unique to your organization.
  2. Select the appropriate category of the issue or request.
  3. Enter information in the fields.
  4. Select Save to complete the work order.

The new work order displays. As it processes, the phases are updated, and the assignee is provided.