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Saving work order options as a template

  1. On the Monitor page, click Create Work Order.
  2. Specify the Work Order Options and click Next.
  3. Specify a Work Order Types option and click Next.
  4. Complete the fields for the selected work order type and click Next.

    The confirmation page appears. It displays the settings specified for the template.

  5. To the right of the Save Settings button, type a name for the template.
  6. Click Save Settings.

    The work order is saved. The name for the template is added to the Use Custom Template drop-down list.

    Note: You specify a shared folder for the saved templates in the Template Directory field on the Configuration Options page. For more information, see Configuration Options page.

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