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Set up service order stages

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  1. Go to Service management > Setup > Service orders > Service stages.

  2. Select New to create a new record.

  3. In the Service stage and Description fields, specify a service stage ID and description.

  4. Select the appropriate parameters for the stage.

  5. Select the parent stage for the current stage or leave the Parent field blank if the stage is the initial stage in the stage setup.

Note

You cannot modify the Parent field after you save the stage. Instead, you can delete the record and create the record again with a different selection in the Parent field.

Also, you can only create one stage with a blank Parent field. That is, only one initial stage is permitted.