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      Transfer a Work Order to a Different Location in Texada Web

      Describes how to transfer a work order to a different site in Texada Web.

      Type

      How to

      Audience

      Texada Web Counter

      Products

      Texada Web

      Context

      Transfer a work order to a different site if your location cannot carry out the work order. For example, transfer a work order to a different location if you receive a work order for an engine rebuild but your location has no technicians or the technicians are only equipped to do oil changes. 

      Note: You can only transfer work orders that are in the Created status. 

      Before You Begin

      Required: Internet connection, valid Texada Web login credentials and access permissions, existing work order, existing location

      Optional: Mobile device with an internet connection

      Steps

      To transfer a work order to a different location, do the following:

      1. In the Texada Web menu bar, navigate to Work Orders
        The list of existing work orders opens
        Screenshot (99)
      2. Click the work order you need to view the details of
        The work order details page opens in the main area
      3. In the action bar, click Transfer
        The transfer pop-up opens
      4. Use the Select Location drop-down to select the location to transfer the work order to
      5. Click Transfer
        The work order is transferred to the new location

       

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