View or Create Work Orders Linked to Forms - Form

Work orders can be generated from forms (or vice versa), creating a linked relationship between the two records within NEXGEN. Once linked, it is easy to navigate back and forth between the inspection and work order record.

View Linked Work Orders

The Work Order zone on a form will display either work orders that were created from this form or work order(s) from which this inspection was created. For each work order listed, you can view the number, date, task, type, status, and description. Click the work order number to open the work order record.

 

Detach a Linked Work Order

To detach a work order from a form, follow the steps below.

1. Open the form.
2. Click the dropdown arrow on the work order.
   
3. Select Detach.

Create a New or Link an Existing Work Order

Create a New Work Order from a Form

1. 1. Within a form, click +Add in the Work Order zone.
   2. Fill out the work order details. 
   3. Click Save.

 

Link an Existing Work Order

1. 1. From within a form, click the dropdown arrow next to +Add.
   2. Select +Add Existing.
      
   3. Locate and select the relevant work order.
   4. Click Attach.
      
   5. Click Attach again to confirm the link.

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