Work Order Template Detail Tab

Click a template on the Work Order Templates grid to open this detail tab, which is used to add or edit a work order template.

ClosedFields

Note

An asterisk (*) indicates a required field.

Work Order Template Link

Select this link, which displays above the tab, to display the grid again. Otherwise, complete fields on the tab.

Template Type *

Select a system-defined template type from the drop-down list.

Title *

Enter a description of the template. When you copy a template, the title in the copy is updated with a preface of Copy of. As part of the editing process for the copy, add a new title for the template.

Priority *

Select a system-defined priority from the drop-down list.

Pet(s)

Click this box to add a checkmark if the resident has one or more pets.

Permission to Enter

Check this box to add a checkmark if employees or vendors have the resident's permission to enter.

Comments

Enter free-form comments.

Tasks Box

This section of the tab includes a line for each task that must be completed for this work order.

Type

Select a work order type from the drop-down list.

Item

Select an work order item from the drop-down list.

Problem

Select a work order problem from the drop-down list.

Details Link

Select the link to Add Details to a Task on a Work Order Template.

Delete

Select the delete button to delete a task. The system deletes the task immediately. Note that you are deleting one task from the work order template but not the work order template.

Select Box

Use this box to select several tasks to delete as a group. Click the select box for a task to add a checkmark and then select the Delete Selected to delete all selected tasks.

Select the check box beside Select at the top of the grid to select all check boxes for all tasks, and then select the Delete Selected button to delete all tasks.  

Add Button

Select this button to Add a Task to a Work Order Template.   

Delete Selected Button

After you click the Select box for several task, select this button to delete all of the selected tasks.

Cancel

Click to stop without saving changes.

Save

Click to save your changes.

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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