Adding Work Order Types

Work-order categories may need to be added before completing this step. See ‘Adding Work-Order Categories’ for more details. Pipeline steps may need to be added before completing this step. See ‘Adding Pipeline Steps’ for more details.

In the header nav bar, navigate to Admin.

In the side nav bar, navigate to Workorder Types.

• Click the Add New Work-Order Type button.

  

  What is a work-order type?

• Fill out the information in the following modal, and then click Submit.

  

  What is a work-order category?  What is a pipeline step?

• Repeat as necessary for each work-order type.