Creating a Suborder

This guide provides a straightforward process for creating a suborder within a work assignment, ensuring that all necessary details and comments are accurately captured for efficient processing.

Jennifer Fullerton
10 steps
2 minutes

Dartmouth

Planonsoftware

Open the work assignment from your My Jobs list.

Tap the plus symbol ( + ) in the top right corner of the screen.

Tap to select a Standard Order.

Each trade has it's own standard order template. Select the trade you need to work on this order.

The Description, Property, Space, and Asset ID fields are populated with the information from the current order.

Tap to enter a detailed comment about the work that is needed. The Facilities Customer Support Center will use this information to update the new work order as needed.

Enter the comment then click Done to close the keyboard.

Tap Submit to create the new suborder.

A banner is displayed indicating that a new suborder has been created.

In the back office a new suborder is created and will show on the Bench filter for Facilities Customer Service Center staff. The work order will follow the standard review process for all new work orders and requests.