Available: Business Plus
Optimizing your Work Order settings in UpKeep is key to effective maintenance management. Customize your configuration to make fields optional, hidden, or required when creating and completing Work Orders, including setting up mandatory checklist tasks to ensure all critical actions are completed.
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 Configure your Work Order Forms
Steps:
Navigate to Settings
Click "Work Orders" Tab
Click on Configuration (Only Available for Business Plus)
By default, all fields are set to Optional
Change any fields you’d like to Optional, Hidden, or Required
Use the checklist settings section to mark specific tasks or the entire checklist as required, ensuring critical actions are completed before closing a Work Order.
Other Work Order Related Configurations:
FAQs about Work Order Forms
Can I update/edit my work order form at any time?
Yes, keep in mind it will apply the changes to work orders that have yet to be completed.