Feature: Update a work order.
Use: Open the editor to change work order details (e.g. description, due date, etc.), add a due date notification, update user settings (e.g. add or remove names), or delete the work order.
You do not need to open the editor to add or update line item tasks, enter a comment, add references, or attach files. Click to learn about:
Prerequisites
Know how to create a work order. On the User Permissions page, project managers can grant group-level permissions that enable line item updating and disable work order editing.
Opening the editor
Go to the side menu and select Word Orders > Work Order Manager. The Manage page displays. Click a work order name. A new window displays the work order. Click the pencil icon at the top of the page to open the editor.
Reviewing features within the Edit tool
Delete - Permanently remove the work order. There is no undo button.
Template - Create a template from the current work order. Learn about work order templates.
Done - Click this button to save changes and close the Edit tool.
Details - Edit the fields in this block, including work order status, description, and due date.
Notification - This optional feature sends the assigned users(s) an automated notification on or before the due date. Click the link to set the interval (e.g. one day before the due date).
Custom field - Optionally, add custom fields to the block.
Assigned To - Add or remove users. You can also change the user response (e.g. Accepted or Declined).
