UIC - Work Order Completion Wizard

User interface configuration allows you to edit the exact form fields you would like to add, edit, and display when creating and viewing your assets, work orders, parts, and more. 

NOTE: Please note that this feature is only available for Enterprise customers. 

This article will describe the features under user interface configuration for the work order completion wizard. For help with these features for other modules, such as work requests/orders, parts, vendors, purchase requests, and more, please see the User Interface Configuration Support Folder.

The UIC for WO Completion Wizard allows you to modify the checklist that appears when you complete your work orders.

To access the UIC module, 

1. From the left sidebar, select Configuration.
2. From the left sidebar again, select User Interface Configuration.
3. A screenshot of what your screen should look like is shown below. Use the dropdown menu at the top to switch between the types of form fields you would like to edit.

Work Order Completion Wizard

This feature allows you to edit the form fields displayed for when you

complete a work order. Specifically, this step:

If you would like to edit the information displayed on step one, "Completion Criteria," see The Work

 Order Completion Wizard.

In the UIC, the Available column is for the form fields you have not added yet, while the Selected column shows those fields that are currently displayed when you add an asset. To display a field that is currently not shown, simply use the nine dots to drag the field you want into the selected column and select Save:

To remove a field that is currently shown, you may use the same process to drag the field back under the available column.

You may edit some of these fields. For UIC fields that are not customizable, you may simply reorder the fields into an order you like. To do so, again, use the nine dots and drag them and select Save:

You may also make any field you want required. To do so, click the settings icon to the left of the field and check the box next to required. Select Save. 

NOTE: Fields that are already grey are required by the SOMAX software and you cannot change them. All fields that are required, whether by you or SOMAX, will have the word required in red, as shown above. 

NOTE: For User Defined Fields there will be a checkbox allowing you to print these fields on forms. To make any other general UIC fields show up on prints, see Printing UIC Fields on Forms.

You may also add sections. These sections are not form fields but rather headers, or categories, to organize your form fields. To create a section, select the + icon -> Section. Title your section and select Save. Then use the same process above to drag and order your section. Any fields under this section in the UIC page will be under this section in the WO completion page, so make sure you do sections at the end. You may add more than one section: