WO Template

Work Order (WO) Templates are pre-configured layouts of standardized work. WO Templates enable users to quickly generate Work Orders by having much of the Work Order data already populated from the template. Using Templates to create Work Orders is efficient when you have regular activities that require complex entry of Resource details.

Work Templates are set up just like PMs; however, they do not have schedules and often do not have assets attached to them. Creating and generating a Work Order from a Template can be done from either the PM/Template or Work Orders modules.

Example: Your organization installs meters for two different cities and bills each city for the install. The account number for each city is different, and there is a different employee assigned to each city. You can set up a Template for City A and another Template for City B. When you create a Work Order for a meter in City A they select the City A Template and it automatically populates all the information about the work including the account number and employee responsible for the work.

Open the PM/Templates module by selecting Work > PMs/Templates.
Select Add . The PM/Template form opens.
Enter a unique, alphanumeric code and description in the PM/Template and PM/Template Text fields. These are both required fields.
Select a Category (required). The selected Category determines the available Problems, Causes, Crews, Tasks, etc.
Complete other fields to define the work, such as:
- Main Task
- Problem
- Cause
Complete fields to define who will be responsible for the Work Order:
- Supervisor
- Lead Worker
- Crew
Mark the WO Template checkbox.
Complete other fields as desired.
- Because this is a Template the scheduling fields will be inactive.
Select Save . Close the record.
Expand the Template record.
- Add other desired Work Order information like Tasks, Employees, Equipment, Materials, Fluids, Contractors that would be common used to complete the work.
- Enter needed comments in the Comments grid.
- Templates do not typically have assets associated to them because most Templates are for common work that will be applied to many different assets. However, if the template is for a single asset or set of assets and will be repeated often then assets can be added to the asset grid.
The information you have designated to appear on the Work Order will appear every time you use the Template.