Editing Work Orders
Add Items to a Work Order - Work Order
Previously, adding items to work orders involved a pop-up screen where you could search for items in a list. As of NEXGEN version 12, we have added smarter features for adding items to work orders. The system will now allow users to add items to a ...
Select an Employee Role Instead of an Employee on a Work Order - Work Order
Instead of specifying the specific Supervisor or Lead overseeing a work order, users can select an employee role on a WO and allow their team to pick up work or assign out work based on the role. Teams can turn on role based notifications to notify ...
Add GIS Assets to an Existing Work Order
Learn how to add GIS assets to a work order from the map instead of from the asset inventory module. At the top of a work order, click Map. First, ensure the correct asset layers are turned on. Click the layers icon. Select desired layer(s). ...
Add, Modify, & Delete Sub-Tasks on a Work Order
Sub-tasks are smaller tasks related to the main task. They are added to the Tasks zone of the work order and serve as away to provide more specificity to the requirements of the work order. Completion, time, and cost can be tracked for each sub-task. ...
Add, Modify, & Delete Miscellaneous Costs on a Work Order - Work Order
Miscellaneous costs are costs associated with a work order that are not already captured in the Resource or Item zones. They are factored in to the work order's total cost. Miscellaneous costs can be anything from a one-time contractor fee or the ...
Add, Modify, & Delete Items on a Work Order - Work Order
Both stock and non-stock items can be added to a work order for cost tracking purposes as well as to keep inventory counts accurate. For more information on stock and non-stock items, see the article Stock vs. Non-Stock Items - Warehouse Inventory. ...
Add, Modify, & Delete Resources on a Work Order
Resources on a work order are employees, equipment, or contractors. These are added to a work order to track time and cost. Add a Resource to a Work Order Click + Add on the Resource zone. Select Employee, Equipment, or Contractor at the top. ...
Add, Modify, & Delete a Checklist on a Work Order
A checklist is a list of standard operating procedures. You can either add a checklist manually by entering each individual step or you can add a checklist associated with the main task or a sub-task. Video Overview Add Checklist to a Work Order ...
Add, Modify, & Delete Assets on a Work Order
Assets are crucial to a work orders as they are the subject of the maintenance being performed on the work order. Ideally, every work order will have at least one asset attached. Video Overview Add Assets to a Work Order Click the + Add button ...
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 ...