Edit Work Order Information and User-Defined Fields (UDFs) - Work Order

Edit Work Order Information and User-Defined Fields (UDFs) - Work Order

After a work order is created, you may have the need to modify the information or user-defined fields that were filled in when creating the work order.

Edit Work Order Information

Work order information is found in the top zone of a work order record. You can edit this information by clicking the Edit button in the zone's header.

  1. Click Edit in the work order information zone (top of record).
  2. Screen_Shot_2020-09-09_at_2.13.52_PM.png
    Update fields as desired. 
  3. Click Save.
For more specific instructions on editing work order information (including definitions of each field listed), see Create a New Work Order - Work Order.

 

Edit Work Order User Defined Fields

User-defined fields (UDFs) are custom fields particular to a work order task, type, or department and division. These fields are created by your organization to collect extra information that NEXGEN standard fields might not ask for. To edit work order UDFs:
  1. Click Edit in the User-Defined Fields zone.
  2. Update desired fields. 
  3. Click Save.

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