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Settings

Editing a Work Order or Task

The current status of the work order determines whether you can edit it. For example, if a work order is “Planned”, the system assumes that it is complete and you cannot edit the planning information. To edit planning information for a work order or task with a status of “Sent for Approval”, “Rejected”, “Planned”, “Scheduled”, “Work Started”, or “Completed”, you must redraft it. Redrafting a work order also redrafts all of the work order’s tasks. You do not have to redraft a work order to change the work order group or master work order. To edit a work order with a status of “Closed” or “Canceled”, you must reopen it. See Reopening a Work Order.
The work type determines the number of tabs displayed in the Planning view. The planner determines what information is relevant to the selected type of work; therefore some tabs might not be displayed.
If information is entered on the work order and then the work type changes, some of the information could be lost when tabs are removed. When you save the task with the new work type, the system warns you if tabs will be removed and you can cancel the work type change.

To Edit a Work Order

1.
From the Site window, select the Work Management view and then the Work Orders tab.
2.
Select the Work Orders tab. Double-click the work order in the list to open it. The Work Order window appears.
3.
Make sure that editing is enabled.
4.
Make the necessary changes to the work order.
5.
When you are finished, save and close the work order.

To Edit a Work Order Task

1.
From the Site window, select the Work Management view and then the Work Orders tab.
2.
Select the Tasks tab. Double-click the work order task in the list to open it. The Work Order Task window appears.
3.
Make sure that editing is enabled.
4.
To re-draft the work order task, from the Task menu select Redraft. A confirmation dialog is displayed. Click Yes. The task’s status returns to In planning.
5.
Make the necessary changes to the work order task.
6.
When you are finished, save and close the task.