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Edit a Work Order Template

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Platform:WebMobile
Plan Type:BasicEssentialPremiumEnterprise
User Type:RequesterFull UserAdministrator

This article explains how to edit a work order template.

To edit a work order template:

  1. From the sidebar, select Library > Work Orders.

  2. Locate the work order template you want to edit.

  3. Do any of the following:

    • Select its name to view its details, then Edit.
    • Select (more options), then Edit Template.

  4. Update the work order template information as needed. For details on the work order template sections and fields, see Work Order Template and Settings.

  5. Select Save Template to save the work order template with your changes.

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