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 and then add the work record to it.
When creating a new work order, give the work record, enter the date that the work order is opened, and click Add. The work order will then be available to select when adding or editing work records moving forward.
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.
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.
