Work Order Forms Format

Work order forms formats are saved layouts for generating electronic forms which can be and attached to a work order. They typically contain both static text and print tokens that relate to specific fields associated with work orders.

Note:

On the Reclassify WO page, users cannot make changes to the property, work type, or work subType on work orders that have a work order form containing user-defined fields attached.

Once a work order forms format has been created, it can be associated with a work request subType on the Request Types and SubTypes page.

To open the Work Order Forms Format page:

  1. Open the Administration Menu page.

  2. Under the WORK ORDER ADMIN heading, click Work Order Forms Format.

ClosedCreate a Work Order Forms Format

Creating a new work order forms format allows you to create a format for an electronic form. To create a new work order forms format:

  1. Click the Create New Format link.

  2. In the Format Name field, enter the name for the work order forms format.

    Work order forms format names must be unique.

  3. In the Tab Order field, enter a numeric value.

    The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

  4. Enter the content in the large Format Text field.

    The content can include static text, print tokens, and images, and can be formatted using the formatting tools at the top of the field. You can create the format from scratch or copy and paste it in from another electronic document.

  5. Click OK to save the new work order forms format.

ClosedEdit a Work Order Forms Format

To edit an existing work order forms format:

  1. In the Format Name field, select the work order forms format that you want to edit.

    The content of the selected format appears. Text values that are displayed between asterisks (for example **COMPANYNAME**) are print tokens.

  2. Click the Edit this Format link.

  3. Modify any of the following values:

    • Format Name – the name of the format
    • Tab Order – the position in drop-down menus where lower numbered values are listed first
    • Format Text – the content of the work order forms format.
  4. Click UPDATE.

ClosedPrint a Work Order Forms Format

You can print a work order forms format to ensure that it lays out on the page as expected.

When printing the work order forms format, only the template will print. The system cannot populate print tokens with work order information.

To print a work order forms format:

  1. In the Format Name field, select the work order forms format you want to print.

  2. Click the Print Format link.

    The content of the selected format appears, as well as a Print dialog box.

  3. Select the desired printer.
  4. Click OK.

ClosedDelete a Work Order Forms Format

Work order forms formats that have not been used can be deleted from the system.

Work order forms formats that have been used cannot be deleted, but they can be disassociated from a work request subType so that they no longer display to the user. For more information, see Associate a Work Order Forms Format to a Request SubType.

To delete a work order forms format:

  1. In the Format Name field, select the work order forms format you want to delete.
  2. Click the Edit this Format link.

  3. Click the Delete Format link.

    A dialog box opens asking you to confirm your choice.

  4. Click OK.

ClosedAssociate a Work Order Forms Format to a Request SubType

A work order forms format can be associated with a work request subType. When creating a work request of a subType with an attached work order form, a window prompting for additional fields of information is displayed when the work request is created.

To associate a work order forms format with a work request subType:

  1. Open the Administration Menu page.

  2. Under the LOGBOOK ADMIN heading, click Request Types and SubTypes.

  3. In the Request Type field, select the request type containing the subType you want to add the work order form to.

    The detail fields for the request type appear as well as a list of all of the associated subTypes.

  4. Click the Show Detail check box displayed at the top of the request subTypes list.

    Additional fields display allowing you to specify additional values for the subType.

  5. In the Work Order Form field, select the form you want to associate with the subType.

  6. Click UPDATE.

    The selected work order form is now associated with the request subType.

Note:

To disassociate a work order form from a request subType, perform the above steps, but select the empty value at the top of the Work Order Form drop-down menu and then click the UPDATE button.

 

Accruent logo in white text.

© Copyright Accruent 2025Privacy PolicyTerms of UseLegal