Convert a request to work order

Use Convert to WO after intake, with suitable site and customer context.

How to use this function

1. Sign in with a role allowed to access work orders.
2. Open Work orders and choose Convert a request to work order.
3. Review the customer and company site context where this function uses them.
4. Complete or review these controls: Request, Operating site, Work order.
5. Use Convert to WO after intake, with suitable site and customer context.
6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

• Request
• Operating site
• Work order

Guide updated 2026-09-27. Release changes must update this page and its image together.