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SecurityTrax

How To Manage Work Order Types

To view all work order types

  1. While logged in to SecurityTrax, click on Admin on the top navigation menu.
  2. Select Company Settings from the Admin dropdown menu.
  3. Click Work Order Types in the Content Management section.
    • Note: All work order types will be listed, active Screen Shot 2019-04-11 at 10.44.54 AM.pngor inactive Screen Shot 2019-04-11 at 10.44.32 AM.png, by default.

To create a work order type 

  1. Click on Add on the top right corner.
  2. Fill out the required Name field.
    • Note: The Active slider is in the On position, by default. 
  3. Click Save.

To edit a work order type

  1. Click the Edit icon Screen Shot 2018-07-30 at 4.08.19 PM.png on the desired work order type row.
  2. There are three work order types (Install, Service, and Removal) where the Name is write protected. All others are editable. 
    1. Note: To inactivate this work order type, click the Active slider to the Off position. 
  3. Click Save.
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