To edit a mobile work order, you will first need to access the View Work Order page. For more information on how to access this page, please see the View Work Order on Device page.
Once you are on this page there are two different ways that you can edit the work order:
You can press on some of the underlined text to adjust the details directly
Or you can access the "Edit" option from the Actions Panel side menu
From the View Work Order page, you can directly update some of the work order details by directly pressing on the selected underlined text.
The work order details that you can edit directly include:
The work order status. To select a new status, press the desired status and the work order's status will then automatically update to the selected status:
The user assigned to the work order and the scheduled time and date of the work order. Regardless, if you choose to update the user or date/time, you will be redirected to the Dispatch page. From this page you will also be able to update the duration for how long it should take to complete the work order:
- Please note to update the assigned user, press the underlined username and you will be redirected to the Dispatch User page. From this page you can select a new user or add additional users:
You can update more information through the View Work Order Actions Panel and selecting the "Edit" option:
After selecting the "Edit" option, you will automatically be redirected to the Edit Work Order page:
From this page, you will be able to edit the:
Description of the work order.
The status of the work order.
Add additional notes regarding the work order.
The user assigned to the work order.
The expected time duration to complete the work order.
Once you are satisfied with the changes, press the Save button to finalize the updated work order.