Work Order Templates Grid

Make the following menu selections to display this grid:

eService—Work Orders—Work Order Templates

This grid allows you to set up templates to create new or recurring work orders. These templates are categorized as either Make Ready or Standard. A Make Ready template is used to create new or recurring work orders associated with make ready tasks. A Standard template is used to create new or recurring work orders for all other items.

ClosedFields

Add

Select this button to add a work order template.

Find

This field defaults to Template; however, if you click any underlined grid column title, the grid sorts based on the grid column title.

Enter the first few letters or numbers to search for in the field (or select from a drop-down list if one displays), and then select the Find button. The items that are the nearest match to your entry display in the grid below. Click column titles to sort the list further.

Go

Use the Page field and the Go Button to display additional pages when the list of entries in the grid is longer than one page.

Template

The user-assigned template name. Click this column title to sort the list.

Type

The system-assigned template type. The following types are possible: Standard or Make Ready. Click this column title to sort the list.

Copy

Select this button to create a copy of the selected template. Refer to copy instructions later in this topic.

Delete

Use this button to delete a work order template.

See Also

Work Orders Overview

Work Orders Procedures Introduction

Work Order Task Procedures Introduction

Work Order Field Descriptions Introduction

Work Order Templates Overview

Recurring Work Orders Overview

Quick Task Entry Overview

 

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