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Overview

Work orders are a collection of work records. Creating a new work order can only be done when creating or editing a work record. The steps below can be used to create a new work order or assign records to an existing order.

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Creating from Work Record

When you are creating a new work record or editing an existing one, there will be an option to assign it to a work order. Next to this box there is an Add New button that will allow you to create a new work order and then add the work record to it.

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For more information on work records see: Work Overview

Creating from the Grid

When you are viewing sites in the grid you can select any number of work records and then select Add to Work Order. From here you will want to select Create New Work Order and input the required information.

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Editing a Work Order

Do a search for the Work Order you want to change from the Work Orders tab of the search menu.

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