To include Procedures in your work order, an Admin user must first make some configurations. Then you can create procedure templates to use on work orders.
View the video or read the step-by-step guides below.
Configuration Gif
Configuration Guide
Select Admin Settings module from the main menu.
Select the Manage Modules tab.
Under the Settings section, select Work Orders.
Choose if you want to turn on or off the rule that a comment must be added if any part of a procedure is incomplete.
In the Available fields section, toggle on Procedures in the Visible column so the field displays on the work order form.
Hit the Save button.
Procedure templates are available and can be used in any entity. |