Overview
Before configuring work orders, create scenarios and templates, link them, then configure recurring plans when needed.
Before configuring work orders, set up scenarios and templates, then configure recurring plans if needed.
Prerequisites
None
Steps
Create work order scenarios (Console and any other clients needed). See Work order scenarios.
Create work order templates (skip if using existing templates). See Work order templates.
Link templates to scenarios (Console and any other clients needed).
For recurring work orders, create or edit plans. See Plan management.
Result
Once scenarios and templates are linked, work orders can be created by scenario; after recurring templates have plans, the system generates work orders on schedule.
FAQ
None