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.

Getting Started

For a brief tutorial on how to set up Work Order Templates, watch this video.

Creating a Work Order Template

To create a Work Order Template, go to your "Manage Work" tab and click on "Start WO."

After you choose the asset the WO is for, click on the button that says "WO Templates."

This will pull up any Work Order Templates that have already been created. If a similar Work Order Template to what you need has already been created, all you need to do is select that Template and then edit it to meet your needs.

If you need to create a New Template, click on the “New Template” button in the lower-left corner.

You will then be prompted to name your Template or copy from an existing Template.

Note: 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 Work Order Templates, make sure that it is marked as "Planned" so your reports will be accurate.

Simple vs Default Work Order Template

This is an advanced setting that is used to change the default way a Work Order starts 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 “Configurations” tab under the “Advanced Settings” section and scroll down to the “Work Order Settings”.

Select your preferred default setting from the drop-down menu for “Starting a WO’s View Starts…”.

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