How to Manage Work Order Templates
To view all work order templates
- 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
.
- Note: Once clicked, the hamburger will change to
- Under Admin, click Company Settings.
- Click Work Order Templates in the Content Management section.
- Note: All work order templates will be listed, active
or inactive
, by default.
- Note: All work order templates will be listed, active
To create a work order template
- Click on Add on the top right corner.
- 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.
- Click Save.
To edit a work order template
- Click on the Edit icon
on the desired work order template row.
- Make any desired changes.
- Note: To inactivate this work order template, click the Active slider to the Off position.
- Click Save.
Note: To learn how to apply Work Order Templates, click How To Create a Work Order.