This screen allows for the configuration of Work Order Types. “Work Order Types” allow you to determine what type of Work Order (WO) is to be raised. Click the “Work Order Types” button to view the Work Order Types currently in the system.
Note: Work Order and Sub Work Order Types must exist prior to adding related Equipment and Service Types
- The first step is to select the Client that will be used. For information on how to do this, see the Client Selection page.
- This is the Work Order Types screen. It is possible to tick and un-tick the desired Work Order Types depending on which types need to be available throughout the system. As with many other parts of the application, there is the ability to add items and edit items within the list using the "Add" and "Edit" buttons.
- Click on “Add” to add a WO type. Choose whether to add a “Work Order Type” or a “Sub Work Order Type” under the currently selected WO type.
- Depending on what WO type is to be added, the “Add Work Order Type” or “Add Sub Work Order Type” screen will appear. Provide the “Name” and “Description” of the new type. Users also have the ability to provide the “Cost Code” and “Sub Cost Code”. Click on “OK” to commit the information.
- It is also possible to edit items in the list by clicking a Work Order and clicking the “Edit” button. Depending on whether a “Work Order Type” or “Sub Work Order Type” is being updated, the “Edit Work Order Type” or “Edit Sub Work Order Type” screen will appear although they work in the same way. This screen provides the ability to modify the “Name” and “Description” of the type as well as the “Cost Code” and “Sub Cost Code”. Click “OK” when the changes have been made.
- Once all the changes have been made, click “Save” to apply them.