Follow-up Info

Article • 4/8/2026 • 2 min read

Enables you to add follow up work order or Event.

Follow Up Info Grid

The follow Up info grid has the following columns: Work Order, Event ID, Description, Event Description, and Event Date/Time. The Work Order number and Event ID s are hyperlinked. Click the hyperlink to open the WO/Event details in a separate tab. When opened, the Follow Up Of WO/Event field displays the parent work order number/event ID as a hyperlink.

The follow-up info header has the following action buttons: Link Event/WO, New Event, New Work Order, Remove, and Refresh.

  1. To link to an existing event or work order, click the Link Event/WO button, the Follow-Up Info grid will expand.

  2. Select either the Work Order or Event radio button. Depending on your choice, enter the required data in the Work Order/Event field, or use the Search icon to find and add the desired Work Order or Event. The newly created Work Order or Event will then be displayed in the follow-up info grid. If not, click Refresh to update and display the latest information.

New Event

  1. To create a New Work Order, click Create Work Order in the header. The Create New Work Order window appears in a new tab.

  2. Enter the required fields and then click Create. Refer to ****. The newly created event will be displayed in the follow-up info grid. To ensure visibility, either click theRefresh button or reopen the contextual panel.

Create Work Order

  1. To add a New Work Order , click New Work Order in the header. The Create New Work Order window will open in a new tab.

  2. Enter the required fields and then click Create. Refer to . The created work order will be displayed in the follow-up info grid. If not, click Refresh to update and display the latest information.

Remove

  1. To remove a required work order or event from the follow-up info grid results, click Remove. This action only removes the link and does not delete the actual work order or event.

Refresh

  1. If the newly created or linked work orders or events don’t display in the grid, click Refresh. This action updates the grid, ensuring the display includes the recently created or linked work orders or events.