Clone a Work Order Template to a Different Asset Type

You can create a work order template based on an existing one by cloning the desired template to a different type of asset, 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.
  1. Select the Group and Type to display work order templates associated with the selected asset type.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the desired template you want to clone and click Clone to Asset.

  1. Enter a Description, select the Asset Group, select the asset(s), and click Clone.
  1. 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. A notification pops up at the bottom to verify changes have been saved.