Editing WO

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

This will bring you to the Work Order details screen. 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.

You will get a pop-up confirmation asking if you are sure you want to remove the task. Note that a Work Order record must contain at least 1 task. Because of this, you cannot delete a task if it is the only one left. You would need to add a second task that you wish to keep, and then delete the first task.

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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