Overview
Work order templates operate similarly to PM templates. They include all of the PM features, but they can be used for planned/unplanned work orders, to assign other tasks, and to keep a detailed record of the number of people who worked on the work order, plus the time spent to complete it.
This article will teach you how to create work order templates.
Table of Contents
Getting Started
For a brief tutorial on how to set up work order templates, watch this video beginning at 5:30.
Creating a Work Order Template
To create a work order template, go to the Manage Work page and click on "Start WO."
Choose the asset the WO template will be used for. You can also opt to not select an asset and assign one later if it applies to more than one. Then, click "Select."
In the new window, select "WO Templates."
This will pull up any work order templates that have already been created. To create a new template, click on “New Template” at the top of the pop-up window.
You will then be prompted to name your template or copy from an existing template.
If you copy an existing template, be sure to give your new template a unique name.
You can then build your work order template like you would a PM template by adding instructions, parts, and assigning it to a user. When you are finished, click "Exit" and your template will be saved.
When assigning a work order template, make sure that it is marked as "Planned" so your reports will be accurate.
Simple vs Default Work Order Template
Choosing between simple vs the default work order template is an advanced setting that determines how a work order looks when a user clicks “Start a WO.”
By default, this is set to “Simple,” as most technicians want the simplest way to start a work order. Changing the setting to “Default WO Template” will give the user Limble’s system-generated default work order template.
To change this setting, select the Configuration tab on the Settings page. Scroll down to “Work Order Settings.”
Select your preferred default setting from the drop-down menu for “Starting a WO’s View Starts…”
(Note: only Super Users can change this setting, as they are the only users who have access to the Settings page.)
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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.