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.

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

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

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

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

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How to Edit/Manage Work Order Forms

How to Configure your Work Order Forms

Other Work Order Related Configurations:

FAQs about Work Order Forms

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