Adding a Scheduled Work Order from a Template
1: Add a New Scheduled Work Order
From the main dashboard, click the "Add New…" function and
select Scheduled Work Order from the list of options.
2: Pick Template
Click "Pick Template" on the New Scheduled Work Order.
3: Select Template
In the template picker, choose the appropriate template and
click "Use Selected Template". The Scheduled Work Order will
be created from the template.
4: Set Location
Use the Location picker to set the location for the Scheduled
5: Save the Scheduled Work Order
Click "Save" to save the new Schedule Work Order. A Sched # will
6: Check the first occurrence
The recurrence pattern is set from the template. A start date of
today's date is assigned. Check the next generation date for the
Scheduled Work Order. If necessary, adjust the next generation date
by changing the Start Date in the Recurrence panel. Click "Change?"
to bring up the Recurrence panel.
7: Update additional panels
If required, assign Labor, Inventory, and/or Assets as required
for the Scheduled Work Order.
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