Pushing Workorders Into Streamline

Pending work orders can be created in Streamline from either an Issue or a Completed Task. This saves time for billing owners or if you are using the Streamline work order system.

Setup Steps

Step 1: Retrieve a Streamline User ID.

Log into your Streamline account, navigate to the Users screen, then select the user to attached to all submitted work orders. On the User Details screen, copy down the User ID.

Step 2: Enter Streamline details into VRS

Navigate to Setup --> System Settings. Click the Edit button in the upper right. Scroll down to the Streamline Work Order Integration section. Check the desired options for Allowing issues and/or tasks to be sent into Streamline Enter the Employee ID from Step 1 above.

Issues

1. Navigate to Issues

2. Select an Issue to push into Streamline and click the Manage button 3. Click the Send Work Order to Streamline option 4. Once clicked, view the status of the work order push underneath the Manage button by clicking view work order. Link directly to the Streamline workorder by clicking on the

Time Saver Tip: Use the checkboxes on the left of the screen to select multiple Issues and then click the Send Work Orders to button to send work orders in bulk.

Tasks

1. For any completed task, open the Task Popup window from any screen (such as Reports --> Task History) 2. Click the Send Work Order to Streamline link

4. Additionally, view the status of the work order push in Reports --> Task History. Click