How to Edit a Set

You can edit a Set when your maintenance standards change—for example, adding a new filter or adjusting oil quantity.

All future Work Orders that use this Set will automatically follow the updated kit.

Step 1 – Access the Sets List

1. From the main sidebar, expand Parts & Supplies.
2. Click Sets.

Locate the Set you want to change.

Step 2 – Open the Edit Form

1. In the row for the desired Set, click the More (⋯) icon in the far‑right column.
2. Select Edit from the dropdown.

The Edit Set form opens with current data pre‑filled.

Step 3 – Modify Set Details

You can change both the kit identity and its nested contents.

Field / Action	What You Can Do
Name	Update the standardized kit name.
Description	Update operational context or usage instructions.
New Item	Add a new part row to the Set.
Part	Swap an existing part for a different one from your inventory.
Quantity	Adjust the number of units required for that part.
Trash‑can icon	Remove a part entirely from the Set if it is no longer needed.

info: Forward‑looking changes Editing a Set affects future Work Orders that use it. Historical Work Orders keep their original material lists.

Step 4 – Save Your Changes

1. Verify that the final list of parts and quantities matches your updated standard.
2. Click Submit.

The new configuration is saved and ready to be used on upcoming Work Orders.