Add Work Order Template

See also: Settings: Dispatch Settings, Work Order Template dialog box, Actions-Work Order Templates

Add Work Order Template button enables you to create a new Work Order Template in the Business Unit.

Steps:

1. On the Service Workspace accordion, in the Administration expander, click Settings.

2. Open appropriate Business Unit in which you want to create a new Work Order Template.

3. On the Settings docked split container, in the Dispatch Settings node, click Work Order Templates.

4. On the ribbon bar, in the Actions group, click Add Work Order Template button. Work Order Template dialog box appears.

5. Enter appropriate details in all the fields.

6. Click Save and Close.