Clone a Work Order Template

You can create a work order template based on an existing one by cloning the desired template, then editing the new template to make it unique.

  1. From the home page, click Configure and click Work Activity Templates.
  2. Select Work Order Template from the Work Activity Templates panel.
  1. Select the Group and Type to display work order templates associated with the selected asset type.
  2. Select the desired template you want to clone and click Clone selected records.

  1. Enter the Description for the new template and click Clone.
  2. Finish entering details for the new work order template in the Template Details panel on the right.

NOTE: Admin automatically saves the changes you make. There is a progress bar in the top-right corner that says saving.