To include Procedures on work orders, Admins must first decide if a comment must be required if any procedure is left incomplete. Then admins 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.
Now, from the Available fields section, toggle on Procedures in the Visible column to determine if you want to display Procedures on the work order form.
Hit the Save button.
All Procedure templates are available and can be used in any entity. |