Link Work Orders - Work Order

Link Work Orders - Work Order

Linking work orders creates a relationship between two work orders which allows easy navigation between the linked work orders within NEXGEN. Additionally, this relationship will show up in reports. Linked work orders can be used in a variety of scenarios, such as handing off related work to another department or division.

Video Overview

Create a New Linked Work Order

To create a new linked work order:
  1. Open a work order record. 
  2. Scroll to the Linked Work Order zone.
  3. Click + New
    Screen_Shot_2020-02-25_at_3.20.42_PM.png
  4. Fill out the linked work order details and click SaveScreen_Shot_2020-02-25_at_3.21.48_PM.png

Link an Existing Work Order

  1. Open a work order record.
  2. Scroll to the Linked Work Order zone.
  3. Click the dropdown arrow and select + Add Existing.Screen_Shot_2020-02-25_at_3.23.12_PM.png
  4. Select the work order you would like to link and click Attach.  Screen_Shot_2020-02-25_at_3.24.03_PM.png

Navigate Between Linked Work Orders

Easily navigate back and forth between the linked work orders by clicking the work order number in the Linked Work Order zone. The current work order you are viewing is highlighted yellow.

Screen_Shot_2020-09-11_at_8.06.27_AM.png

 

Detach a Linked Work Order

  1. Click the dropdown arrow on the work order you would like to unlink. 
  2. Click Detach

Screen_Shot_2020-09-11_at_8.07.37_AM.png

 


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