Editing WO

Edit Existing WO

Click on Work Orders from the side menu to get to the Work Order Index screen. Click a Work Order number to access the WO record.

The Work Order details screen will display. Here you can change the WO status, add more tasks, or edit the existing tasks.

Delete Task

If a task was entered by accident, click the red circle to the right of the task row to remove it.

Edit WO Details

To edit WO information such as scheduled date, assignee's, type and priority, click the Gear icon on the top right and choose Edit.

This will bring you to the Edit screen. Make any needed changes and click Save on the bottom.

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