Add Equipment to a Work Order Template

Employee or contractor equipment can be added to the work order template so that it is automatically included on any work order created from the template. The equipment costs are listed on the work order as an Estimated cost, which, if accurate, can be moved to the Actual cost.

PREREQUISITES: Equipment must be added under General > Equipment. See Add or Edit Equipment for more information. Contractors must be added under General > Contractors. See Add or Edit a Contractor for more information.

1. Select the Group and Type on the Templates panel to display work order templates associated with the selected asset type.
2. Select a work order template.

3. Click the Equipment tab on the Details panel.

Existing equipment display under Estimated Equipment Costs.

4. Click Add to add equipment.

The Equipment and Contractors lists can be filtered by typing the first few letters or numbers of the equipment or contractor name in the search boxes.

5. Select the equipment from the Equipment section.

TIP: You can use <Shift + click> or <Ctrl + click> to select multiple pieces of equipment.

6. If desired, select a contractor from the Contractors section to add equipment cost related to a specific contractor.
7. Click Add.

The equipment displays in the Estimated Equipment Costs section.

8. Select the equipment to finish entering its details.
9. If you select a piece of equipment unrelated to a contractor, enter the number of Hours Required and Units Required for the template in the Estimated Equipment Cost Details section.

10. If you select a piece of equipment associated to a specific contractor, enter the number of Hours Required, Units Required, and the Total Cost of the equipment for the template.

NOTE: Designer automatically saves the changes you make. A notification that says Data Saved appears in the top-right corner when you make changes to the page.