A Work Order Type is a Type that you can specify to categorize/organize your work orders and filter them.
Creating New Work Order Types
How to create a new Work Order Type:
- Navigate to Settings.
- Click on Work Order Types from the Maintenance settings.
- Click New Work Order Type.
- Enter in a new Work Order Type.
Tip: Once you've created your Work Order Types you can set one to be your Default type so that data-entry is quicker. Learn more here.
Deleting Work Order Types
How to delete a Work Order Type:
- Navigate to Settings.
- Click on Work Order Types from the Maintenance settings.
- Click the button next to the Work Order Type you want to delete.
Note: When you delete a Work Order Type that is being used by Records, you have the option to select a replacement Work Order Type for the records using that Type.
Editing Work Order Types
How to edit a Work Order Type:
- Navigate to Settings.
- Click on Work Order Types from the Maintenance settings.
- Click on the Work Order Type you wish to rename.
- Enter a new name for the Work Order Type.
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Last Updated January 22nd, 2018 by Cody Dawe
