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Create one-off orders

FM-Portal

IC1229
FM-Portal
Case worker

For one-time tasks, the necessary information regarding the actual activity (work plan), the task type, the affected objects, the workflow participants, and the timing of the static escalation is entered directly into the "Tasks" form.

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Path to the starting point: Technical Building Management - Maintenance - Create New Orders - One-Time Order

  1. Create a new record. Fill out the form based on your preliminary work.

  2. Click Save in the toolbar.

  3. In the object selection, select all objects that need to be addressed as part of the order.

  4. Click Save in the toolbar.

The order automatically receives the status “Review by Client.”

Note: If there are no employees in the group yet, you must add them manually. Learn more in this article: 📄 Benutzern Rechte über die Rechtegruppe zuordnen IC1059

To learn how to assign work plans to one-time orders, click here: 📄 Einmalige Aufträge anlegen IC1229

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