Creating a Template for Advanced Work Orders

Create a template and customize the attribute fields for Advanced work orders

Creating a Template is for Admins Only. 
Adding an Advanced Work Order to the Map is Editors and Admins

Advanced Work Orders and Template Overview Video

Creating a Template in Settings 

Within your tool box, select Settings. From your Map Settings Window you'll see Advanced Work Orders. This will allow you to toggle on and off all work order templates.

From Map Settings, select Templates

Map Settings Adv WO

 

Create/Edit your Template 

From the Template Tab, create a new template by clicking on the plus sign. 

Toggle on and off the templates visibility by selecting the eye icon and clicking save. 

This will turn on/off any templates that the user might not use for this specific map. This will only impact the currently selected map. 

Layer Settings Template

Adding a Work Order to the map. 

In the bottom right corner, Click on the White Plus Sign. Click Advanced Work Orders

Add bar

Selecting your Template and filling out Feature Detail Information

Once you've placed an advanced work order on your map, or linked it to your asset, you'll see the feature details window. 

Select the template you will be adding to the map. Once you've selected a certain template, the attribute fields will reflect that. You will see a change in the customized fields with every template. 

Create a V2 WO Template Select

Once you have filled out your template's detail information, click create to place work order on the map and notify the user it was assigned to.