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Hi Venkat,
A work order template is a work order that you can save and reuse for other similar work orders. The following page describes creating and applying work order templates :
--
updating:
an example to create a process template called 'Add Server' with the following tasks:
task 1: Add server x to rack
task 2: Connect to power feed A
task 3: connect to power feed B
task 4: Connect to Network
We can use the Create new Work Order Process icon (from the top menu) or from Tools > Create new Work Order Process:
Fill the work order process properties, such as name (Add Server in this test),
add tasks,
open Workflow View, and tasks (task 1 to 4 in my example), set flow/connectivity between the tasks (click on a task and drag its arrow to the next task, if there should be dependencies between the tasks).
Save and close.
To apply a saved template:
In this example, right click on a rack (that should have the work order), and select Apply Work Order Process > Add Server (created moment ago)
Or go to Tools > Create New Work Order, and then choose the saved process template (from the drop down list).
In the Work Order editor, adjust the text for work order (such as defining work order summary, adding additional tasks if needed).
and then save and close the work order.
Kind regards,
Jef
Link copied. Please paste this link to share this article on your social media post.
Hi Venkat,
A work order template is a work order that you can save and reuse for other similar work orders. The following page describes creating and applying work order templates :
--
updating:
an example to create a process template called 'Add Server' with the following tasks:
task 1: Add server x to rack
task 2: Connect to power feed A
task 3: connect to power feed B
task 4: Connect to Network
We can use the Create new Work Order Process icon (from the top menu) or from Tools > Create new Work Order Process:
Fill the work order process properties, such as name (Add Server in this test),
add tasks,
open Workflow View, and tasks (task 1 to 4 in my example), set flow/connectivity between the tasks (click on a task and drag its arrow to the next task, if there should be dependencies between the tasks).
Save and close.
To apply a saved template:
In this example, right click on a rack (that should have the work order), and select Apply Work Order Process > Add Server (created moment ago)
Or go to Tools > Create New Work Order, and then choose the saved process template (from the drop down list).
In the Work Order editor, adjust the text for work order (such as defining work order summary, adding additional tasks if needed).
and then save and close the work order.
Kind regards,
Jef
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