the Orders/Troubles menu.
the Navigation pane, click Orders and then All Active General
the Actions pane, click the Add General Order link
General Order window opens
the General Order Information pane, complete the following information
(required fields are marked with an asterisk (*)):
General Order Number * – type an
alphanumeric order number.
Site * - click the drop-down arrow to access
a list and from the list, select the site. The site drop-down list displays two
columns the Site column show the bottom-most site. The Path column displays the
complete path to the site. Each site level is separated by a >.
Description – type in the description of the
work order, please keep in mind that this description is attached to each sub
work order, once you click off the field the information will also populate in
the General Description pane and vice versa.
If there are more than one line of information, hoover over the field to
view the complete description.
Created By – click the drop-down arrow to
access a list of cairs.net users, from the list select your user name.
Building Name - click the drop-down arrow to
access a list and from the list, select the building name. This is the physical
location of where to install, move, or modify the component.
Switch Name – click the drop-down arrow to
access a list and from the list, select the switch name associated with the new
Organization Name – click the drop-down
arrow to access a list and from the list, select the name of the organization.
The organization drop-down list displays the bottom-most organization first.
After the ~~ the complete path to the selected organization displays. Each
level of the organizational tree is separated by a >. Once you select an
organization, the complete path populates within the field.
Subscriber Name – click the drop-down arrow
to access a list and from the list, select the name of the subscriber
associated with the new component(s).
TCO – click on the drop-down to access a
list and from the list, select the TCO related to the orders. There are two columns of information within
the list, the TCO Name and the Job Description.
Account Number – click the drop-down arrow
to access a list and from the list select the account number for the new
component(s). The list of accounts displays not only the account number but
also the account type, one-time, recurring or call charges and organization.
Alternate Project Name – type the alternate
name for the project, if applicable.
Contact Name – type the name of the contact
for this work order.
Contact Phone – type the telephone number
for the contact for this work order.
Notes - use this field for any additional
information you would like to attach to the work orders. Once you click off the
field the information will also populate in the General Notes pane and vice
versa. If there are more than one line of
information, hoover over the field to view the complete description.
the sub work orders are created the Description and Notes field combine and
display in the Description pane.
Project Open Date – this field
auto-populates with today’s date. To change the date click the field to access
a drop-down arrow, once clicked a calendar appears, from the calendar select
the date to initiate the work orders. To change the month and year click the
right or left arrow, and once at the appropriate month and year, click the
number to select the date. The date populates in the box.
Project Close Date – this field allows you
to enter a date to close the general order.
Package Name – type the package name
Package Action – type the package action
Package Type – type the package type
6. Before you can continue,
you need to save your progress, within the Actions ribbon group click the Save
7. Within the Sub-Order
Actions, click on the Create Orders button.
The wizard opens to allow you to add the appropriate sub orders, the
first step in the process is to pick the package action and type. Within the Package Type field, click on the
dropdown arrow to access a list of package, select one of the following:
8. Once you selected your
package type, there are three actions you can perform for each of the package
Change Existing Service
9. When you choose New Service
the only option you have is to click on the Next button and continue with the
10. However, if you choose
change or disconnect, you will have to select an existing devise before you can
continue. The lower pane will
automatically populate with the devices that are associated to the package type
(set device, circuit, cell phone, auth code, etc.) when you select either the
change or disconnect actions. The list
that populates is site specific, so only the devices assigned to your chosen
site appear within the list.
11. You can either scroll
through the list or perform a search for the device by typing a portion of the
record or the entire record into the textbox and click on the magnifying
glass. Once the list populates,
highlight the device and click the next button.
12. Next, you determine which
package is needed for this work order.
Again, these packages are created by your cairs.net administrator in
System Admin -> Subscriber Portal Settings -> Configuration
Packages. By clicking on the plus sign
(+) next to the package name, you can view the equipment or services associated
to the package.
13. Within the list, find the
correct package, in the Quantity to Create column type the number of the
sub-orders you want to create. You can
add multiple type of packages to one general order, just put a number in the
quantity to create field.
14. Click the Next button to
15. The next screen allows you
to add any additional request notes to the work order. Once you have completed
your note, click on the Next button to continue.
16. The final screen completes
the wizard. Within the lower right hand
corner, click on the Finish button.
17. Within the Actions ribbon
group, click the Save button to continue working with the general order or the
Save & Close button to return to the All Active General Orders list.
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