How do I edit a work order?

Updated on March 17, 2021 07:43AM by Admin


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The Work Orders (WO) application allows you to easily manage and dispatch resources to address customer problems on-site, as well as providing a method for employees to track the hours & products used to resolve each work order.

Steps to Edit a Work Order

  • Log in and access the Work Orders App from your universal navigation menu.
  • Click on “By Status” and select “All” from the left navigation panel.
Work Orders

  • All the work orders will be listed on the dashboard.
  • Click on the "More Details(...)" icon near the work order to be updated.
More Details

  • You can view the "Overview" page, in which you can modify various information:
    • General
    • Problem
    • Summary
    • Service Delivery Window
    • Services Provided
    • Products/Items sold
    • Resolution summary
  • For instance: To edit the template, click on the template field. The "Edit" icon will be displayed.
Edit Icon

  • Click on the edit icon. Now, select the preferred template.
Select Template

  • Click on the “Save” button to complete.

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