Quick Tip - How to Auto-Complete Work Orders by Completing Assets

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• Adding a UDF to a Work Order Asset - User Defined

  Users can create User Defined Fields (UDFs) that will be specific to each asset on a work order. These UDFs can be configured for all work orders or work orders for a particular department, division, or main task. Configuring a Work Order Asset UDF ...

• Auto Load Main Task Checklist

  If the Auto load Checklist company option is enabled, when selecting a main task for a work order or PM, the checklist will automatically be added. Turn on the company option Autoload Checklist. Click Settings > Setup > Company Options > General. ...

• Configure Service Level Agreements (SLAs) for Work Orders and Service Requests - Lookups

  Work Order and Service Request priorities can be assigned a timeframe during which the issue needs to be resolved or maintenance needs to be completed. For example, an organization might decide that Emergency work orders need to be closed within 24 ...

• Assign a Work Order Type to Work Order Task

  Users can assign a type (ie: corrective, preventive, etc.) to work order tasks. If a type is assigned to the main task and that type is selected when creating a work order, the main task field will only show tasks for that type – making it easier and ...

• Work Order Task Type Overview - Lookups

  Task Types can be used to link SR Types to WO Main Tasks and expedite the creation of linked WOs. This is useful for teams who frequently create linked work orders from service requests or for those who would like to expedite the selected WO main ...