In your remberg system, you have the option to assign Work Orders a type.
Work order types can be defined and managed in your systems settings as a self-service option.
Default Type when creating Work Orders
Availability
Packages: Essential, Premium, Enterprise
User Roles: Admin
In the settings (Settings > Features > Work Orders > Types), specify which Work Order type should be automatically stored when a new Work Order is created.
You can define the default type separately for Work Orders created from a Maintenance Plan and for manually created Work Orders.
Classification of Work Order Types
Availability
Packages: Essential, Premium, Enterprise (Self-selection for new types)
User Roles: Admin
The following classifications for Work Order types are available: Preventive, Corrective or Other. This provides more context, improves data quality, and enables future features such as tracking the ratio of preventive to corrective orders.
The classification of each type is done at the time of creation and cannot be changed later.
Creating Work Order Types
Availability
Packages: Enterprise
User Roles: Admin
To create work order types, proceed as follows:
Click on Settings > Features > Work Orders to get to the Work Order settings page.
Click in tab Types on the +Add Button.
Enter the name of the type.
Note: The name field is automatically shown for your language setting.Define the classification of the type
Note: It cannot be changed after the type has been created!
Select the desired color for the type to the right of the classification field.
Optional: If desired, customize the reference automatically generated from the name in the field of the same name.
Note: The reference is necessary for the optional creation of an API interface. It cannot be changed after the type has been created!
Click on Edit Translations to add the types label for other system languages.
Note: Is a language's label empty, the work order type will appear without a name when using the system in the respective language.Click on Create.
Editing Work Order Types
Availability
Packages: Essential, Premium, Enterprise
User Roles: Admin
To edit work order types, proceed as follows:
Click on Settings > Features > Work Orders to get to the Work Order settings page.
Click in tab Types.
Click on the to be edited type or select Edit when clicking on the 3-dot-menu.
You can edit name, translations and color at any point in time.
Note: The default name field is the translation of your currently selected system language.Click on Edit Translations to add/edit the type's name for other system languages.
Note: You can jump directly into the translations via the 3-dot-menu.Click Save.
Adjusting the Order
Availability
Packages: Essential, Premium, Enterprise
User Roles: Admin
To adjust the order of work order types in the selection dropdown, proceed as follows:
Click on Settings > Features > Work Orders to get to the Work Order settings page.
Click in tab Types.
Move the mouse over the six dots to the left of the type's color
Hold down the mouse button and drag the type to the desired position and then release the mouse button again
Deleting Work Order Types
Availability
Packages: Enterprise
User Roles: Admin
To delete work order types, proceed as follows:
Click on Settings > Features > Work Orders to get to the Work Order settings page.
Click in tab Types.
Click on the 3-dot menu of the to be deleted type.
Select Delete.
Confirm by clicking on Delete.
Note: It is not possible to delete a type, as long as it is assigned to at least one work order. Please reassign all work orders to a different type first.