How to Manage Work Order Templates

To view all work order templates

1. While logged into SecurityTrax, click on your Company Name or the Hamburger icon  in the upper-left header.
   • Note: Once clicked, the hamburger will change to .
2. Under Admin, click Company Settings.
3. Click Work Order Templates in the Content Management section.
   • Note: All work order templates will be listed, active or inactive , by default.

To create a work order template 

1. Click on Add on the top right corner.
2. Fill out the required Name field and any other pertinent information from the dropdown menus.
   • Note: The Active slider is in the On position, by default. 
3. Click Save.

To edit a work order template

1. Click on the Edit icon on the desired work order template row.
2. Make any desired changes.
   1. Note: To inactivate this work order template, click the Active slider to the Off position. 
3. Click Save.

Note: To learn how to apply Work Order Templates, click How To Create a Work Order.