Click Save at the top of the screen to save the Work Order Template.Check the Assigned To from Source Asset/Location/Site if you would like the Responsible Users associated with the selected Source Type to be automatically assigned to work orders using this template.Click the Select User icon ( ) and choose a user from the pop-up window if you would like work orders using this template to automatically be assigned to that user.You have the ability to directly assign work orders created from a WO Template to specific users or groups of users. Check the Required box next to any fields you would like to make required for work order submission.*Note: If you select a Source Type, an additional section will appear that will allow you to select a specific asset/location/site to be preselected on work orders using this template. Select a value from the drop down or enter a value to make your selection or enter the preselected value on the work order form.*Note: In order for the Area/Room # field to appear as an option, a Global Admin must turn on the 'Display Area/Room #' setting under System Settings within the Admin Configurations. Check the boxes next to any fields you would like to appear on the work order form.*Note: There can only be one Work Order Template per site. If your account uses Regions, you can use the Region field to narrow down the list of Sites. Select the Site that will use this template.Click on Work Order Templates found under the Template section.Click on the Admin menu icon, then select Configurations.
*Note: The default global template called will need to remain untouched in your account in order for the mobile app to function successfully. If a site does not have a defined work order template, it will use the default global template included with your account.
If the user has access to multiple sites, the site they select on the work order determines which template the work order form uses.
If the user's default site has a work order template, then the user's work order form will reflect that site's template. Work order templates are associated with your account's sites. Work Order Templates allow you to control what information is collected on a work order. Back to Asset Essentials Main Menu Work order templates
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