Associate a Work Activity to an OpX Project

You can associate a work activity to a project used in OpX. The work activities then appear in the project in OpX. To associate a work activity, complete one of the following to link a work activity to an OpX project in Respond.

PREREQUISITES:

  1. Open a service request. See Open a Service Request for more information.

  2. From the Service Request panel, select the desired project from the Project drop-down list.

  1. Tap Save to save changes made to the service request.

The service request is now linked with the OpX project.

  1. Open a work order. See Open a Work Order for more information.

  1. From the Details panel, select the desired project from the Project drop-down list.

  1. Tap Save on the upper-right corner to save changes made to the work order.

The work order is now linked with the OpX project.

  1. Open an inspection. See Open an Inspection for more information.

  1. From the Inspection Details panel, select the desired project from the Project drop-down list.

  1. Tap Save on the upper-right corner to save changes made to the inspection.

The inspection is now linked with the OpX project.

  1. Open a case. See Open a Case for more information.

  2. From the Main panel, select the desired project from the Project Name drop-down list.

  1. Tap Save on the upper-right corner to save changes made to the case.

The case is now linked to the OpX project.