Replace WO work cycles

Audience: Administrators and operations managers

After generating work orders (WOs), you can refine their specific operations to ensure field technicians have the exact instructions, tools, and forms they need. To replace standard work cycles or modify individual operations, associate materials, add dynamic forms, or override their status before dispatch.

Prerequisites

Before you start:

• To create a WO, see Create work orders.

• To understand work cycles, see Configure work cycles.

Follow the UI path

All following instructions start from this system path:

Features > Core > Work Order Management > Search WO

Replace a work cycle

To replace the work cycle associated with a WO:

1. In the Search WO page, in the Filters panel, find the WO.

   • See Search and perform mass actions on work orders|Search WOs.

2. At the bottom of the page, click WO operations.

3. In the Work order operations page, in the middle section, click the Replacement report tab.

4. To replace the work cycle associated with the WO type, in the top section, click the Replace cycle, enter operations tab.

5. Choose an available work cycle, configured in the header.

6. To replace all operations, click the Replace cycle button.

7. Click Save.

What’s next

• To track a WO’s progress, see Monitor WOs and interventions.