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.
Then navigate to the Work Order tab in the Grid. On the left hand side is a Work Order Edit option.
Select that and a new window will open and allow you to change the name, the date or complete the work order.
