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Work Order Requirements

Adding, changing, and using work order requirements.

Overview

Work Order Requirements identify the items, skills, or conditions needed to complete a job.

Examples include:

  • Hard Hat
  • Ladder
  • Electrician certification
  • Customer signature

What Are Requirements Used For?

Work Order Requirements help with:

  • Scheduling work orders.
  • Assigning technicians based on skills and capabilities.
  • Ensuring job requirements are met before work begins.

Add Work Order Requirements

To create or manage requirements:

Configuration → General Config → WO Requirements

After creating requirements, they can be added to work orders from:

  • New Work Order page.
  • Administration tab within a work order.

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