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. 
   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.

 

• Related Articles

• Create a New Work Order - Work Order

  Work Orders are records that track maintenance on one or more assets. When creating a work order, you want to fill out as much information as necessary in the Work Order Information zone to give everyone the info they need to complete the work. Work ...

• Delete a Work Order Template - Work Order

  NEXGEN users have the ability to create new work orders from existing templates. If they eventually find that they have no more need for some of their templates, they also have the ability to delete them. Please note that only users with the "Delete" ...

• Work Order Statuses - Work Order

  The work order status is a label that specifies the current stage of work for the work order. This keeps everyone in the loop about the progress of the work being performed. See below for information about work order statuses, including a list of ...

• Service Requests and Linked Work Orders - Service Request

  Service Request (SR) records in NEXGEN can be linked to Work Order (WO) records. When a Service Request needs additional work to be performed relating to an asset, users have the ability to create a WO that becomes linked to the original SR or link ...

• Benefits of Using a WO Template - Work Order

  Users hoping to find an easy way to streamline WO creation or to standardize how different Divisions create WOs for each other may be interested in utilizing NEXGEN's WO Template feature. WO Templates are pre-filled WOs that users can create and ...