When setting up a work order template in PM Programs, Redlist users need to configure the necessary settings for PM Program work order templates, including the name and board fields. To ensure the required details are properly set on PM Program work order templates:
Step 1: Select a template and click on "Edit"
Step 2: Click on "Edit"
Step 3: Click on "Details"
Step 4: Enter a "Name" for the work order template
Note - This is typically a short description of the maintenance that needs to be done
Step 5: Fill-out the "Board" field
This has a dropdown list where users can select which workboard the work order will populate on
Note - This dropdown list has the workboards organized by team