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Work Order Form Configuration

Admin Users customize the Work Order form to include, hide, or require fields.

Updated over 3 weeks ago

Watch the video or read the guide below.

Video

Guide

  1. Click on Admin Settings from the main menu.

  2. Select the Manage Modules tab.

  3. Under the Settings section, select Work Orders.

  4. There are a few work order settings to toggle on or off to determine how they can be closed out.

    • Status - Technician users have the In Review status. This means that Limited or Admin Users must review work orders before they can be marked Completed.

    • Procedures - If all the steps on a procedure list aren't marked, you must comment before a work order can be marked Completed.

  5. From the Visible column, toggle the fields you want on the Work Order form.

    A checkmark means on, the field is included

    An "x" means off,the field is hidden.

  6. From the Required column, toggle on which visible fields are mandatory to fill in on the Work Order form.

  7. Click Save in the top right corner. Click Discard Changes to cancel and close the screen.

These settings apply to all work orders system-wide, for all users.

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