Managing Profile Service Orders

Use a profile to review service order history or create a service order for the selected profile.

Opening Profile Service Orders

1. From the OPERA Cloud menu, select Client Relations, and then select Profiles.

2. Search for and open the profile.

3. Open the Service Orders indicator.

4. In the Service Order Tasks panel, select Open or Completed to view the corresponding service orders.

Creating Profile Service Orders

1. In the Service Order Tasks panel, select the plus icon, and then complete the following:

   1. Target: Confirm the profile and property context that defaulted from the entry point.

   2. Service Order Task: Select the required task.

   3. Remarks: Enter details that help the assigned resource understand the request.

   4. Priority: Confirm or select the priority.

   5. Status: Confirm or select the status.

   6. Assigned To: Select the resource when ownership is known.

   7. Resource Group: Select the dispatchable group when it is known.

   8. Department: Select the responsible department when it is known.

   9. Requires Follow Up: Select the indicator when another action is required.

   10. Start Date and Start At: Confirm the work start date and time.

   11. Due Date: Enter or select a due date when it is required.

   12. Photos and Attachments: Add supporting images or files when they help identify or complete the work.

2. Select Save or the available create action.

Managing Profile Service Orders

1. In the Service Order Tasks panel, select Open or Completed to view the corresponding service orders.

2. Select a service order to review its details.

3. Update the status, priority, assignment, resource group, department, remarks, dates, or attachments as required.

4. Select Save.