Work Order Types are used to categorize Work Orders for
searching and reporting purposes. E.g.
“Service Agreements”, “Consulting”, “Support”, “Repairs”, etc.
Create New Work Order Type - Click on Add New Work Order
Type link to create or click on existing description to edit a
Work Order Type.
- Description: enter the Work Order Type. E.g. Maintenance
Agreement, Project, or Support Request.
- Duration:
select one of the following:
- Incident – select when the Work Order applies to a single
request that is billed one time.
- Project – select when the Work Order applies to a single
request that may be billed multiple times.
- Service Contract – select when the Work Order remains open
and applies to many requests.
- WO
Template: select a pre-defined
template from the list box. WO
Templates are used to define default values for new Work Orders.
- Active: defaults to “Yes”. Set to “No” to deactivate the Work Order
Type, removing it as a selection from lookup list boxes.
