UpKeep Asset Operations

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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.

Click "<a href="https://app.onupkeep.com/web/settings/sections/work-orders/configuration" rel="nofollow noopener noreferrer" target="_blank">Work Orders</a>" 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.7. Navigate to the TIME settings under Completing a Work Order to configure labor time fields to be Optional, Hidden, or Required. This customization ensures the labor time field meets your workflow needs.

1. Navigate to Settings
2. Click "<a href="https://app.onupkeep.com/web/settings/sections/work-orders/configuration" rel="nofollow noopener noreferrer" target="_blank">Work Orders</a>" Tab
3. Click on Configuration (Only Available for Business Plus)
4. By default, all fields are set to Optional
5. Change any fields you’d like to Optional, Hidden, or Required
6. 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.7. Navigate to the TIME settings under Completing a Work Order to configure labor time fields to be Optional, Hidden, or Required. This customization ensures the labor time field meets your workflow needs.

General: Configure these setting to apply as needed.

Status - Learn more <a href="https://help.onupkeep.com/en/articles/9145531-how-to-create-custom-work-order-statuses" rel="nofollow noopener noreferrer" target="_blank">here</a>

Categories - Learn more <a href="https://help.onupkeep.com/en/articles/1746938-how-to-create-work-order-categories" rel="nofollow noopener noreferrer" target="_blank">here</a>

Timers - set timer categories to be applicable to your needs related to time added to a work order. Example: Wrench Time

- General: Configure these setting to apply as needed.
- Status - Learn more <a href="https://help.onupkeep.com/en/articles/9145531-how-to-create-custom-work-order-statuses" rel="nofollow noopener noreferrer" target="_blank">here</a>
- Categories - Learn more <a href="https://help.onupkeep.com/en/articles/1746938-how-to-create-work-order-categories" rel="nofollow noopener noreferrer" target="_blank">here</a>
- Timers - set timer categories to be applicable to your needs related to time added to a work order. Example: Wrench Time

If you are unable to locate the TIME settings when navigating the configuration menu, ensure you are in the Configuration tab under Settings &gt; Work Orders. The TIME settings are not available in the General tab.

Workarounds for Hourly Rate as a Mandatory Field

Currently, an hourly rate must be entered when logging time on a Work Order. To workaround this requirement:

Use a placeholder value (e.g., '.') for entries where hourly rate is not applicable.

Avoid default hourly rate settings in user profiles under People &amp; Teams to prevent automatic entries.

1. Use a placeholder value (e.g., '.') for entries where hourly rate is not applicable.
2. Avoid default hourly rate settings in user profiles under People &amp; Teams to prevent automatic entries.

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. 

How to Edit/Manage Work Order Forms

Find answers and get help from Intercom Support and Community Experts

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How to Edit/Manage Work Order Forms

How to Configure your Work Order Forms

Other Work Order Related Configurations:

Managing Labor Time and Hourly Rates

Troubleshooting Missing TIME Settings

Workarounds for Hourly Rate as a Mandatory Field

FAQs about Work Order Forms

Can I update/edit my work order form at any time?