On this page

• Locations
• Adding Tags to Work Order Locations
• Categories
• Problems

Adding Additional Work Order Locations, Categories, and Problems

Locations

Step 1

From the Admin Portal select Operations and then Work Order Configuration from the left navigation menu.

Step 2

To add a new location, select Locations from the drop down menu at the top of the screen. Then select Add Location at the top right of the page.

These locations can be edited by selecting the three dots to the far right of the location name.

Adding Tags to Work Order Locations

Tags for Work Order Locations are a great feature to use for making work order locations viewable or not viewable to it's users. 

Step 1

To add tags to a work order location select Operations located in the left navigation menu then select Work Order Configuration.

Step 2

Select the drop-down arrow next to Custom Questions at the top of the screen and then select Locations.

Step 3

Select the three dots on the right hand side to Edit Location.

Step 4

Select the tag you would like to be associated with that Location and select Save Changes.

Step 5

Enter the Location Name and select Submit.

Categories

Step 1

From the Admin Portal select Operations located in the left navigation menu. Select Work Order Configuration. 

Step 2

Select Categories from the drop down menu at the top. All existing categories are viewable from this screen.

Categories can be edited by selecting the three dots to the far right of the category title.

Step 3

To add a new category, select Add Category located on the top right of the screen and follow the on-screen prompts.

• Assigned to: This will auto-assign all work orders created under this category to a specific person or group. For more information please see the Auto-assigning Work Orders section of this training guide.

Problems

Step 1

From the Admin Portal select Work Orders located in the left navigation menu. Select Work Order Configuration.

Step 2

Select Problems from the drop down menu at the top of the screen.

• All existing problems are viewable from this screen.
  
• Problems can be edited by selecting the three dots to the far right of the problem title.

Step 3

Select the Add Problem from the top right of the screen. Enter the name of the desired problem and the category you would like to have it assigned.