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Default Work Order Template
Default Work Order Template

How to Create Default Work Order Instructions

Cynthia Blanco avatar
Written by Cynthia Blanco
Updated over a week ago

The Default Work Order Template is helpful if there are set standards or instructions that all Work Orders need to have. Each location can have a different set of default instructions for Work Order Templates.

Setting up Default Template View

Navigate to Settings > Configuration > Work Order Settings. In this section, look for "Starting a WO's View starts..." and change the setting from "Simple" to "Default WO Template". 

Implementing Default Template View

Manage Work > Start WO

Select "Don't Assign an Asset;" we will not fully create the Work Order!

In the Setup Work Order menu, select View More.

Once the Template is expanded, select Edit This WO.

In the Edit WO Template Task pop up menu, select Change the default Work Order template for Location: "[location name]." If you do not see this settings section, you may need to select the Settings button to open it!

You'll know you're ready to start building/editing the Default Work Order Template when you see Default Work Order Template at the top of the screen.

Adjust the name to what you'd like your team to begin with when starting a Work Order.

Other customizations available are:

  • Pre-add Custom Tags

  • Task Settings

    • OnTime/Overdue/Critical Status Timeframes

    • Pre-determined Estimated Time of a typical Work Order.

    • Default Priority for Work Order Tasks

    • Planned vs. Unplanned

  • Assign a default asset

  • Add commonly-needed parts

  • Add Tools for Check-in/Check-out

The instructions you place in this template will auto-load for all future Work Orders within this location.

This is what a Default Work Order Template looks like when loaded:

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