UpKeep Asset Operations

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Optimizing your Work Order configuration in UpKeep is essential for efficient maintenance management. You can customize settings to make specific fields optional, hidden, or required when creating and completing Work Orders.

Having trouble closing a Work Order? Ensure all required fields are completed first. Only after meeting these requirements can the Work Order be successfully closed. Our guide will show you how to configure these settings to match your workflow and prevent any bottlenecks.

How to Edit your Work Order Configuration

By default, all fields are set to Optional 

Change any fields you’d like to Optional, Required, or Hidden​

1. Navigate to Settings
2. Select The Work Orders Tab
3. Click on Configuration
4. By default, all fields are set to Optional 
5. Change any fields you’d like to Optional, Required, or Hidden​

Choose what fields in your work order to show, hide or make required when creating or completing work orders!

Find answers and get help from Intercom Support and Community Experts

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