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How can we share a Work Order Template ?

  • 27 May 2021
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S
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I was able to create the shell of a work order for a branch ie General and CO Info tabs. As part of this, I also selected the Finish with Task selection like mentioned below.

Then I was able to save the Work Order as a template (see attached document)

But I can only get them to show up in My Administration\Template…for ‘my’ profile.

I can’t see a way to share them so that they are available for everyone when you click the ‘New’ icons options.

Anyone do any work with these types of templates before?

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Best answer by Roel van Zwieten 22 June 2021, 08:13

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S
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Hey, 

Wondering if anyone knows how to share a Work Order template. 

 

thanks

Shelley

 

R
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Userlevel 5
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Hi,

 

You can manage this through the User Profile tab in the options. You can create a Base Profile that would apply to all the users that need to use this template (could be multiple Base Profiles, then this setup needs to be repeated for each Base Profile).

 

Open the Options, open the User Profile tab and click Edit Base Profiles. Select the Base Profile that you want to edit.

You should see that profile becoming your Active Profile.

 

Now you can open the Prepare Work Order screen and create your template. After creating it, go back to the options and click Save Profile. Now this template will be visible for all users to which that Base Profile is applied.

 

Hope this helps.

S
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Userlevel 5
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Thanks very much Roel van Zwieten. your answer was very helpful. 

Regards

Shelley

 

 

 

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