Copying standard work orders

Copy standard work orders to create new standard work orders.

To copy standard work orders:

  1. Select Work > WO Planning > Standard WOs.
  2. Select the standard work order to copy, and then click the Record View tab.
  3. Right-click on the form, and then choose Copy Record.
  4. Specify this information:
    New Standard WO
    Specify a unique code identifying the new standard work order, and then enter a description of the work order in the adjacent field.
  5. Select the related details to copy to the new standard work order:
    • Custom Field Values
    • Comments
    • Documents
    • Translations
    • WO Custom Field Values
    • Activities
    • Activity Comments
    • Children
  6. Click Submit.