Configure Printing for Work Orders

Users can print work orders in Respond, using either an ActiveReports or Microsoft Word print template.

PREREQUISITES:

  • Print templates can be added into the respective folder under ...\inetpub\wwwroot\<site_name>\cw-site-data\_tenant-data\_default-volume\tenant-1\reports for ActiveReports documents and ...\inetpub\wwwroot\<site_name>\cw-site-data\_tenant-data\_default-volume\tenant-1\docx for Word documents. Alternatively, they can be uploaded in System Reports. See Add a Report for more information.

  • The docx folder must be manually created or moved to the ...\<site_name>\cw-site-data\_tenant-data\_default-volume\tenant-1 folder when upgrading to 23.x. Once the folder is created, move the print templates to the new folder. Once in place, emailing and printing using Word print templates is possible.
  1. From the home page, click Admin and click Preferences.
  2. Click the AMS tab and expand the General section in the Domain panel.
  1. Select your Print Output Type preference, either Docx or Active depending on which print templates you are using.
  2. Expand the Print Templates section on the Work Order panel.
  1. To add print templates that can be assigned to a work order, enter the Code and Description for the print template.

The Code must be the actual file name of the template, minus the extension. The print template must be stored in the appropriate print folder or uploaded using System Reports.

  1. Switch Active to on if you want this template to be available for use. Switch Active to off to make the template inactive, but maintain historical data associated with it.

  2. Click Add. See Add Print Templates for a Work Order for more information.
  1. To associate a print template to a work order template, from the home page, click Configure and click Work Activity Templates.
  1. Select Work Order Template from the Work Activity Templates panel.
  1. Select the appropriate asset Group and Type
  1. Select a work order template.
  1. In the General tab, populate the Print Template field by selecting a print template from the drop-down list.
  1. To print a map with the work order, select the service to use from the Map Services - Printing drop-down list.

Now a work order may be printed.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.