Maintaining Template Work Orders

This portal is used to view and maintain template work orders.

Refer to About Work Orders for more information.

You can access this portal from Menu, select Work Management, then select Template Work Order. You are brought to a query portal with options for searching for specific work order templates. Once the template has been selected, you are brought to the maintenance portal where you can view and maintain the selected record.

The following zones may appear as part of the portals Main tab page:

• Template Work Order: This zone provides information about the selected template and enables user functions to define projects, work priorities, work order approval profiles, and more.
• Template Activity: This zone lists the template activities associated with the work order template.
• Notes: This zone lists all the notes that have been added for the work order template.
• Attachments: This zone enables users to manage all types of attachments for the record.

The following zones may appear as part of the portals Cost tab page:

• Template Work Order Cost Summary: This zone displays cost summary information associated with the selected work order template.