Manage Work Order Settings

Use these settings to configure work order behaviors and rules.

Configure work order types

Work order types determine which cancellation reason list users can select and which task types they can add to a work order.

1. Select Settings > Work order settings > Work order types > Add new.
2. Enter a Name and Description.
3. Select List options category and List options as available Cancellation reasons.

4. Add Associated task types.

   Users can add only the task types listed here to a work order.

5. Select Save.

Accept mobile workflows is a deprecated field.

Preconfigured work order types

The system includes the following preconfigured work order types for the standard mobile workflows:

• Corrective maintenance
• Preventive maintenance
• Simple installation

Manage work order templates

Use work order templates to reuse common configurations and speed up future work.

To view and update existing templates, go to Settings> Work order settings > Work order templates.

Learn how to create a template.

Manage SLAs

SLAs use priority time frames to associate a resolution time with each work order priority. When you assign a priority to a work order, the system uses the corresponding SLA resolution time to calculate the default deadline for the work order and any tasks added to it.

Create an SLA

1. Select Settings > Business settings > SLAs > Add new.

2. Enter a Name and Description.

3. Select Save & continue.

4. Select Add new in SLA time frame and enter:

   • Priority: For example, Critical, High, or Low

   • Measure resolution time: Minutes, hours, or days

   • Resolution time: Number of units in selected measure

5. Select Save.

6. Repeat steps 4 and 5 to add multiple time frames.

Manage service windows

Service windows determine when technicians can perform work orders.

To view and update existing service windows, go to Settings > General settings > Service windows.

Learn how to create a service window.

Set default service window

Set a default service window for all work orders.

1. Select Settings > General settings > Service windows > Set default window.

2. Select the service window you want to be the default.

3. Select Save.