Work Order Settings
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.
- Click on your avatar to start configuring work orders.
Navigate to Settings:
- In the dropdown menu, click on "Settings".
- In the dropdown menu, click on "Settings".
Go to Work Orders:
- In the left-hand menu, select "Work Orders".
- In the left-hand menu, select "Work Orders".
Enter Edit Mode:
- Once inside, click on the upper right corner to enter edit mode.
- Once inside, click on the upper right corner to enter edit mode.
Edit Labels:
- In edit mode, you can change label names by double-clicking on the name.
- In edit mode, you can change label names by double-clicking on the name.
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.
- 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.
Define Process Stages:
- You need to select the starting and ending stages for the WO process.
- You need to select the starting and ending stages for the WO process.
Set Stage Visibility:
- You can also choose which profiles can view each stage.
- You can also choose which profiles can view each stage.
Add Failure Types and Causes:
- At the bottom, there are two boxes to add types of failures and causes, useful for recording common issues.
- At the bottom, there are two boxes to add types of failures and causes, useful for recording common issues.
Enable Automatic Creation:
- If you check the "Automatic Creation" box, work orders will be generated automatically 48-72 hours before their scheduled date.
- If you check the "Automatic Creation" box, work orders will be generated automatically 48-72 hours before their scheduled date.
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.
- 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.
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.
- Finally, decide what information will be displayed when generating a PDF of your work orders. Remember to save your changes to apply them.
Using previous steps, you can effectively configure work orders to match your operational needs, ensuring a smooth and efficient workflow.
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