Work Options

The Administration, Work Options module allows you to customize your work order and request numbers, select options to track in work orders and requests, and set up other general options.

For information about this module's toolbars click on the corresponding icon below.

Note: Users can view any field definition by right clicking + Ctrl in that field.

Tutorial Movie For additional information on the various options available, please refer to our Tutorial Movies.

To access the Work Options module, select Work > Administration > Work Options and the following window will appear.

Work Options

Note:  The options under each tab will change depending on whether you have Work Orders or Work Requests selected in the drop-down box at the top of the screen.

In This Section

WO Number Format

WO Tracking Options

WO General Options

WO Parts Integration

WO Financial Integration

Request Number Format

Request Tracking Options

Request General Options

Request Parts Integration

Request Financial Integration

Advanced Options

See Also

Administration

Time Cost Setup

Services Processing Setup

Server Email Settings

Administration Tutorial Movies