Skip to main content

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 Screen Shot 2019-07-09 at 1.29.49 PM.png in the upper-left header.
    • Note: Once clicked, the hamburger will change to Screen Shot 2019-07-09 at 1.30.41 PM.png.
  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 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 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 Screen Shot 2018-07-30 at 4.08.19 PM.pngon 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.

  • Was this article helpful?