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.
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.
When creating a new work order you can manually enter a name or go with the default and you can enter the date that the work order is open.
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.
Editing a Work Order
Do a search for the Work Order you want to change from the Work Orders tab of the search menu.
Then navigate to the Work Order tab in the Grid. On the left hand side is a Work Order Edit icon. Select this icon.
This will open a new window. This window will allow you to change the name, the date, or complete the work order. This also allows you to delete the work order, but this is not recommended unless the work order isn’t used by any work record.
