Create a Work Order Template - Preventive Maintenance

Create a Work Order Template - Preventive Maintenance

Work order templates can make the process of creating work orders fast and easy. To make a template, go to the Preventive Maintenance module and create a PM. Once you save the PM as a template, you can create work orders with certain information already filled in.

Create a New Work Order Template

Creating a work order template involves creating a new PM in the Preventive Maintenance module. Information from that PM is used as the basis for your template.

To create a new work order template:
  1. Navigate to the PM module. To do so, click Maintenance > Preventive Maintenance on the blue task bar to the left of the screen.
  2. Fill out the fields to create a new PM. Required fields are marked with a red asterisk (*).
  3. Click Save. You will need to save your PM before you are able to save it as a WO template. You can delete the PM after creating your WO template if you'd like, otherwise you can keep the PM record and title it WO Template to create additional WO templates in the future.
  4. Click the Save As drop down at the top right of the module to save your PM as a Work Order template.
  5. Select Save As Template.
  6. Adjust any information on your new WO template as needed. This new template will have a default type of Template.
  7. Click Save.
  8. Users will now be able to create WOs from the WO template from web and mobile devices.

Using Your New Work Order Template

Once you've saved your template, you can use it to start new work orders.
  1. Navigate to the Work Order module by clicking Maintenance > Work Order.
  2. Click the drop down icon next to +New at the top left of the screen.
  3. Select From Template.
  4. Select the template you would like to use. Then click Ok.
  5. Your work order will auto fill according to the template you created. Complete and adjust fields as needed.









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