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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

show the different ways to create

new work

orders and edit existing work orders.

For information on individual records of work, see Work Overview.

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.

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Give the Work Order a name, enter the date that it was opened (defaults to today’s date), and click “Add”. The Work Order will then be available to choose when adding or editing work records moving forward.

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Creating from the Grid

After selecting work records, open the data grid and queue (checkmark) any number of work records

that you would like to add to a work order. In the data grid functions on the left side, click Add to Work Order.

In the window that appears, you will want to select the Create New Work Order

radio button and enter an appropriate name and the open date before hitting submit. This will add all of the queued work records to the newly created work order an make it available to choose going forward.

Editing a Work Order

To edit a work order, you’ll want to start by getting work records assigned to that work order in the data grid. To do so, run a search for the Work Order you want to

edit through the Work Orders tab of the search panel.

Next, open the data grid and navigate to the Work Order tab

. On the left

side of the grid is a Work Order Edit

icon. Select this icon.

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This will open a new window

allowing you to change the name, the date, or complete the work order.

When you are done making changes, click Submit.

This page also allows you to delete the work order, but this is not recommended unless the work order isn’t used by any work record.

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