Feature: Create a pre-defined work order that can be reused as-is or customized.
Use: Design templates for routine jobs that require the same work order structure, personnel, line items, or inputs. Add custom fields and configure pre-set values. Optionally, use templates to build automations.
Prerequisites
Know how to create a work order.
Opening the Templates page
Go to the side menu and click Work Orders > Work Order Templates. The Templates page displays. There are six main sections to review and complete.
Using the toolbar
Folders - Click the folder icon to create custom folders and organize templates. (see below)
New template - Click the plus (+) icon to open a blank template form.
New work order - Select a template and then click this icon to generate a new work order.
Global settings - Click the gear icon to review and configure global settings. (see below)
Configure default global settings
Nektar applies the configurations you add here to all current and future templates. However, any changes you make here do not impact existing work orders created with a template.
The settings on this page are similar to those on the Company Work Order Settings page. Any changes you make to the global settings page are saved to the Company Company Work Order Settings page.
On the Company Work Order Settings page, users can create custom work status options. That feature is not available on the global settings page.
Click a plus (+) icon to add work order fields or a custom status for line item tasks. Click and drag a hamburger icon to change the order of fields.
Managing template files
Right-click a folder to display a menu (e.g. add a sub-folder and rename a folder).
To edit a template, go to the Templates toolbar and open a file. Make changes and click Save.
To clone a template, open a file, make changes, and click the Add as New button. Nektar makes a copy with the same template name. Right-click the clone, select Rename, and change the name in the popup.
Customizing the work order block
Add a title (required). The other fields are optional. The bottom of the block shows fields from the global settings page (or the Company Work Order Settings page). Nektar auto-displays these fields as options. They are not enabled by default.
To enable a global field, check the box next to the field label. Optionally, click the field and select a default value. Check the Read Only box to prevent users from changing the field's value.
Adding assignees
Go to the Assigned To block and add one or more users to the template. When a project manager creates a new work order with the template, Nektar sends the assignee in the template a notification, if that feature is enabled.
Adding line items and tasks
Go to the Line Items block and add line items, tasks, and (optionally) assets. In the example below, the user added one line item (Weekly vehicle inspection checklist) and one task (Truck Weekly Inspection). The project manager can add assets while generating a work order with the template. Assignees can add tasks to the work order if the project manager enabled that permission.
Saving a template
Click the Add button to save a work order template. Nektar adds the file to the template manager.