Work Order Form Configuration

The form configuration menu allows you to customize the details of your work orders, purchase requests/orders, and receipts that show up when you print forms for them. 

This article elaborates on these form configuration settings for your work orders. For more help with the others, see:

• Purchase Request Form Configuration
• Purchase Order Form Configuration
• Purchase Order Receipt Form Configuration

For help printing your work order, see Printing a Work Order.

Work Order Form Configuration Settings

To access the work order form configuration settings:

1. From the left menu, select Configuration.
2. From the left menu again, select Company and then Form Configuration.
3. Make sure Work Order is selected at the top menu. Below is what your work order form configuration settings should look like:

This article will now describe what each section will look like on your completed printed work order form. The general work order form with every section on it should look like this:

Asset, Asset Groups, and Description

This section is automatically added to your work order form and comes from the details of the asset and description you selected when creating your work order.

Work Order UIC

Note: UIC is only available to our Enterprise Customers.

Your Work Order UIC section comes from the User Defined Fields you created in your UIC for work orders. For more help, see UIC - Work Orders and make sure the checkboxes next to Display on Form for each UDF is selected. For example, the UIC in this situation is the submitter. To have this section appear you must have the Work Order UIC checkbox selected under Form Configuration (see above).

Scheduling 

This section shows details about your work order when it is scheduled. To schedule a work order, see Scheduling a Work Order. To have this section appear you must have the Scheduling checkbox selected under Form Configuration (see above).

Labor Recording

The labor recording section is for your employees to write in the labor and hours they have done on this asset and work order once this form is printed. This is why this section appears empty. To have this section appear you must have the Labor Recording checkbox selected under Form Configuration (see above).

Summary

The summary section includes your actual costs of the work order, which comes from Adding and Viewing Work Order Costs. To have this section appear you must have the Summary checkbox selected under Form Configuration (see above).

Photos

The photos section includes your work order's added photos. To have this section appear you must have the Photos checkbox selected under Form Configuration (see above).

Comments

This is where your comments will appear. Comments will automatically appear when you complete a work order, but you can manually add them as well under the Work Order Overview.