Work Order Settings
This guide will walk you through configuring work orders. Follow these steps to ensure your settings are correctly applied.
Step-by-Step Guide:
Access Settings:
- Click on your avatar to start configuring work orders.
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Navigate to Settings:
- In the dropdown menu, click on "Settings".
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Go to Work Orders:
- In the left-hand menu, select "Work Orders".
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Enter Edit Mode:
- Once inside, click on the upper right corner to enter edit mode.
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Edit Labels:
- In edit mode, you can change label names by double-clicking on the name.
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Add New Stages:
- To include a new stage in your process, go to the bottom of the screen. There, you’ll find a space to write the label for the new stage and a button to add it.
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Define Process Stages:
- You need to select the starting and ending stages for the WO process.
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Set Stage Visibility:
- You can also choose which profiles can view each stage.
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Add Failure Types and Causes:
- At the bottom, there are two boxes to add types of failures and causes, useful for recording common issues.
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Enable Automatic Creation:
- If you check the "Automatic Creation" box, work orders will be generated automatically 48-72 hours before their scheduled date.
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Select Work Days:
- Choosing the workdays that best suit your company's needs can improve efficiency and work quality. This allows for better planning, avoiding delays, and optimizing resources.
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Configure PDF Display:
- Finally, decide what information will be displayed when generating a PDF of your work orders. Remember to save your changes to apply them.
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Using previous steps, you can effectively configure work orders to match your operational needs, ensuring a smooth and efficient workflow.