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How To Edit a Work Order

Updated over 3 weeks ago

Introduction

Any existing work order can be edited and updated based on your requirements. You can update a work order as many times as necessary.

Steps

Go to: CMMS > Work Orders > Edit

  1. Check the current work order Title, ID, Status, and Type. You can modify them below

  2. The work order Overview tab contains all the fields you can modify

  3. The History tab shows all the tracked changes

  4. The Attachments tab shows all file attachments uploaded to the work order

  5. Check the linked Contracts

  6. Click the Delete button to permanently remove the work order

  7. Once the required changes are made, click Update to proceed with saving changes

History

  1. All changes are tracked in reverse chronological order, with the newest changes at the top and the oldest at the bottom

  2. Use the > icon to expand the change and see what was modified

Attachments

  1. All work order attachments show up here in reverse chronological order

  2. You can download or delete any work order attachment

  3. Once you have attached a new file the Upload button will turn blue, and you can click it

Contracts

  1. Select contract to link from the Contract dropdown

  2. Unlink a Contract if needed

  3. Click on the Contract Name to open the contract's page for further details

Related Content

  1. How To Create Work Orders

  2. How To Access Work Orders

  3. How To Group Work Orders

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