Workorder Records

The Summary tab

The Summary tab of a workorder record displays a comprehensive summary of the workorder in question.

A workorder may have more than one summary: this would happen in cases where "add to existing workorder" is used, or a "port" transaction is processed.

  1. Got to Inventory > Workorder Center on the main menu.
  2. Select the workorder you want to review by clicking on its entry. The workorder record opens.

  3. By default, you will land on the Summary page or open the Summary pane by clicking Summary at the top of any workorder record.

    Information in the Summary pane includes:

    • Subject
    • SLA Date
    • Due Date
    • Date of Completion
    • Date Modified
    • Urgent (i.e., urgency of the workorder)
    • Reference Number

    • Request ID (Request number if ordered through Cimpl’s Self-Service)

    • Status
    • Comment
    • Workorder Owner and title (i.e., the person responsible for fulfilling the workorder)
    • Requester
    • Provider Contact

    • Additional information

    • Notes
    • Main Shipping Address
    • Installation Schedule Information

    • Billing Reconciliation

      Note: When you add an Expected 1st Invoice Period date under Biling Reconciliation, the date is used in the Reconciliation Tracker. Enter a date to track invoice charges and make sure providers are invoicing and completing workorders as expected.

The Main Shipping Address

The Main Shipping Address section of a workorder is used to define a specific shipping address which is attributed to your workorder. This is the address that is used for shipping everything in your order, so changing this shipping address will impact all of the services inside the workorder.

The Main Shipping Address is set up at the summary level.

From within a workorder, open up the Main Shipping Address panel and you should see two fields:

  • Attention to

  • Shipping

The 'Attention to' field allows you to specify the specific individual for whom the order is intended. In the above example, the field has not been completed. However, that can be changed by clicking on the pencil icon on the right, which will then open an editing pane.

Select a user to fill in the 'Attention to' field:

  1. Click the + next to the Attention to field. A pop-up opens and you can search for a specific individual.
  2. Click on their entry to select them.
  3. Once you've filled in the Attention to field, you can choose a shipping address for your workorder.
  4. As you've probably noticed, in addition to the 'Attention to' field, once you've entered the edit mode, you can also make changes to the main shipping address. Upon doing this, you four options:

    • None - In this case, no address has been set up.

    • Other Company Address - You can select an existing address from the database. Once you have found the address, click on it and it populates the address field with this address.
    • Same as Assignment Address - With this option, each individual service displays a pre-populated address assignment that was defined to it. In other words, a workorder with multiple services can have multiple shipping addresses.
    • Custom Address - This allows you to enter a custom address of your choosing.
  5. When you have selected and filled out the respective address options, click Apply to save your changes.

The Details tab

The Details pane in a workorder record shows the workorder's:

  • Service ID
  • Service Information
  • Account
  • Cost Center - from the workorder
  • Cost Center (Service Inventory) - from the inventory
  • Contract
  • Term

  • Start Date

  • Expiry Date

  • Upgrade Eligibility Term

  • SIM

  • Additional Attributes (custom fields added to your instance of Cimpl)

  • Expected Service Charges

  • MRC
  • NRC

  • Hardware Information (the details of the hardware ordered)

  • Actions (these are the details of what needs to be done on your workorder)

Note: Each item in the workorder has its own complete set of details listed above. You can modify the workorder's service ID, operation type, service status, and provider from this pane.