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

 


    • Related Articles

    • Link a Work Order to an Existing Service Request - Work Order

      Generally, when a service request issue becomes a work order, the work order is created from the service request. However, if a work order was created separately, you can link the service request to the work order afterward. Note: Currently, users ...
    • My Work Orders - Work Order

      You can filter to only see your own work orders in NEXGEN. This allows you to see a collection of work orders that have you set as the "requested by," the lead, or the supervisor. See below for two methods for how to do this. Video Overview Locating ...
    • Delete a Work Order Template - Work Order

      NEXGEN users have the ability to create new work orders from existing templates. If they eventually find that they have no more need for some of their templates, they also have the ability to delete them. Please note that only users with the "Delete" ...
    • Create a New Work Order - Work Order

      Work Orders are records that track maintenance on one or more assets. When creating a work order, you want to fill out as much information as necessary in the Work Order Information zone to give everyone the info they need to complete the work. Work ...
    • Create a Work Order Template - Preventive Maintenance

      Work order templates can make the process of creating work orders fast and easy. To make a template, go to the Preventive Maintenance module and create a PM. Once you save the PM as a template, you can create work orders with certain information ...