Add or Edit Predefined Comments for a Work Order Category

Predefined Comments are comments that are frequently added to a work order. This makes it easy for users to quickly add the comment to the work order without having to type it in. Predefined Comments are also helpful for standardizing responses for search queries.

PREREQUISITES: Category values must be added in Preferences > Work Order tab. See Configure Work Order Preferences in the Designer for 15.7 Guide for more information.

1. From the home page, click Configure and click Work Order Predefined Comments.

The Categories panel lists all of the work order categories. You can filter the list by clicking Filter records and entering the first few letters of the category.

2. Select the Category.

The Predefined Comments panel lists the existing comments.

3. Click Add record to add a new predefined comment.

Formatting such as bold and italics can be added to the comment, as well as links to other work activities and URLs. User mentions allow users to mention another user in the comment and have that user be notified. See Appendix 1: Comments for more information.

4. Enter the comment and click Add.

5. To edit a comment, click the edit icon, make your changes and click Save.

NOTE: Admin automatically saves the changes you make. A message appears at the bottom of the page when you make changes.