Accessing the Generate PDF Feature
The Generate PDF button is available only for work orders in the Closed state.
Steps:
Navigate to CMMS > Work Orders.
Open the closed work order you want to export.
In the top right corner, click the Generate PDF button.
Customising PDF Content
After clicking the button, a modal will appear with the following options:
Work Order Custom Fields
Include all custom fields added to the work order.Parts
List of all parts attached to the work order.Time Trackings
Time tracking records associated with the work order.Procedures
Finalised procedures attached to the work order.
Tip: You can select one or multiple options. The selected data will be included in the PDF.
PDF Format and Branding
The generated PDF will include your company logo from Company Info>Settings in the header.
The document will summarise the work order information and any selected data sections.