Edit Recurring Workorder Series Template
To edit a Recurring Workorder or navigate to Maintenance, then PM Templates, and select the Template to open.
This will open the View PM Template window.
In the Status Section, you can edit Priority and Assigned To.
To edit information in the Details Section, select the Edit Icon in the top right corner.
This opens the Edit Workorder window. Make the needed edits and select the Save Icon .
To edit Safety Notes, select the Edit Icon to the right of the Safety Notes Title.
To edit Instructions, select the Edit Icon to the right of the Instructions Title.
To edit Comment, select the Edit Icon to the right of the Comments Title.
To edit Steps, select the Edit Icon to the right of the Step.
To edit Labor, select the Edit Labor Icon on the right side of the Labor row.
To edit References, select the Edit Reference Icon on the right side of the Reference row.
You can also select Edit Recurrence and/or Edit Notifications
in the Actions Box on the left side of the page. After you finish making edits, select the Close Icon
.
Note: When editing a Recurring Workorder Template, the changes will be reflected in the Template's associated Workorders.