Work Order Requirements

Last Updated January 23rd, 2018 by Becca Ellig

If needed, you can add Business Practice or Invoice Requirements to your Work Order Templates. These rules can be used to give specific instructions to the people receiving your work orders. These display on your Work Order template.


Creating Requirements

How to add a new Requirement:

  1. Navigate to Settings.
  2. Click on Work Order Settings under Maintenance settings.
  3. Under the Requirements heading click Add a requirement either under Business Practice Requirements or Invoice Requirements.
  4. Click the Submit button.

Deleting Requirements

How to add a new Requirement:

  1. Navigate to Settings.
  2. Click on Work Order Settings under Maintenance settings.
  3. Under the Requirements heading click the button next to the requirement you wish to delete.
  4. Click the Submit button.


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