Overview
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.
This article covers how to set up and implement the default work order template view for work orders.
Table of Contents
Setting Up Default Template View
A Super User must set up the 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
On the Manage Work page, click on "Start WO."
In the new window, select "Don't Assign an Asset" and click "Select."
In the Setup Work Order screen, select "View More."
Once the template is expanded, select "Edit This WO."
In the new window, 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 include:
Pre-add custom tags
Task Settings
On Time/Overdue/Critical status timeframes
Pre-determined estimated time of a typical work order
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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