How to Duplicate a Work Order
Section titled “How to Duplicate a Work Order”Duplicating a Work Order allows you to quickly clone a complex or recurring task without manually re-entering all the financial codes, descriptions, and asset links.
Step 1: Navigate to Work Orders
Section titled “Step 1: Navigate to Work Orders”From the main sidebar, expand Maintenance and select Work Orders.
Step 2: Open the Action Menu
Section titled “Step 2: Open the Action Menu”Locate the specific Work Order you want to copy. Click the More (⋯) icon in the far-right column.
Step 3: Select Duplicate
Section titled “Step 3: Select Duplicate”Click the Duplicate option from the dropdown menu.
Step 4: Modify the Cloned Work Order
Section titled “Step 4: Modify the Cloned Work Order”The system will generate a new Work Order form pre-filled with the original task’s exact data.
warning: Crucial First Step You must update the Suggested Start Date and Due Date. If you leave the historical dates, your scheduling metrics will be immediately inaccurate.
- Adjust Identifiers: Update the Name or Description if this new task has slight variations.
- Verify Assignment: Reassign the task if a different technician is handling this instance.
Step 5: Submit the New Work Order
Section titled “Step 5: Submit the New Work Order”Review the cloned details for accuracy. Click the Submit button to save this as a distinct, newly generated Work Order.