Work Type Management
Work Type is a template for the services in a work order. Use these templates to add the service details to the work orders quickly and to avoid repetitive data entry. A work type will be used in the Services And Products module to link the skills and products to a service. When a service task (with which a work type is linked) is added to a work order, the skills and products associated with the service automatically gets added to the work order.
Create Work Types
To create a work type:
- Navigate to Setup > Field Service Settings > Work Type and click New Work Type.
- Enter the following details, then click Save:
- A name in the Work Type Name field.
- An Estimated Duration of the work order along with a unit for measuring the duration. The unit could be in hours or minutes.
- A Description of the work type.
- Click + New Line to add Skills required for the work type and click Save. Use
to delete the skill entries.
- Click + New Line to add Parts required for the work type and click Save. Use
to delete the product entries.
Editing Work Types
To edit work types:
- Navigate to Setup > Field Service Settings > Work Type.
- Select the name of the work type and click the Edit button. Modify the required details and click Save. Click + New Line to add additional Skills or Parts and click Save. Use
to delete the entries for skill or part.
Deactivate Work Types
When a work type is deactivated, it will no longer be associated with any Services in the Services And Parts module with which it previously was. To deactivate work types:
- Navigate to Setup > Field Service Settings > Work Type.
- Select the name of the work type and click the Deactivate button.
- Click Proceed in the confirmation message.
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