Work Order Templates allow you to create work orders in just a few clicks, with
important information pre-filled. This means you can:
● Create Work Orders faster for routine or common tasks
● Standardize the information that’s collected in a Work Order to improve the
quality of your records
Creating templates
Locate WO Templates in the left-side navigation by clicking Templates → Work Orders.
Click + New Work Order Template to start creating a template.
Give your template a descriptive title that you can easily recognize.
Select the information you would want to be pre-filled in a WO,
including:
a. Asset
b. Location
c. Procedure
d. Parts
e. Category
Note that you can mark certain fields as Required, Read-Only and
Hidden.
Click the Settings tab at the top to indicate whether your WO is Reactive or Preventive, and update the Due Date logic. If it’s Preventive, you have the option to add a repeating schedule to the template here.
Click Save Template in the top-right corner to save your template.
