On this page

• Locations
• Adding Tags to Work Order Locations
• 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

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

Step 3

Select Add Location at the top of the screen and then enter the Location Name and select Submit.

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.

Categories

Step 1

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

Step 2

Select the drop-down arrow next to Custom Questions at the top of the screen and then select Categories. All existing categories are viewable from this screen.

Step 3

• 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 Operations located in the left navigation menu. Select Work Order configuration.

Step 2

Select the drop-down arrow next to Custom Questions at the top of the screen and then select Problems. All existing problems are viewable from this 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 of the screen. Enter the name of the desired problem and the category you would like to have it assigned.