Work Order Locations are the areas that can be selected during the submission of a Work Order in the system. ExactEstate allows Admin users to define and customize the locations that appear for users of the system.
To create, edit, or delete Work Order Locations, please follow the steps below.
Step 1. Navigate to the Admin tab under the Main Menu, click System Setup.
Step 2. Select Work Order Locations from the list of options displayed.
Step 3. There are 2 Options to Create a new Work Order Location.
Option 1. Manual Entry
- Click the Create New in top right corner.
- Fill in the Name of the Location and indicate if this is for Staff Only.
- Click Create Work Order Location.
Option 2. CSV Entry
- Click the CSV Entry in the top right corner.
- Review the Validation Rules to ensure accurate data entry and then Generate the CSV Template.
- Select Upload CSV, select your filled in file and click Upload.
To Edit Work Order Locations
Step 1. Navigate to the Admin tab under the Main Menu, click System Setup.
Step 2. Select Work Order Locations, from the list of options.
Step 3. Identify the Item you'd like to edit and click the Options Cog to the right.
Step 4. Select Edit, make any necessary changes and click Update.
To Delete a Work Order Inventory
Step 1. Navigate to the Admin tab under the Main Menu, click System Setup.
Step 2. Select Work Order Locations, from the list of options.
Step 3. Identify the Item you'd like to delete and click the Options Cog to the right.
Step 4. Select Delete and confirm you'd like to remove the Location.
To create, edit, or delete Work Order Locations, please follow the steps below.
To Create Work Order Locations
Step 1
Step 2
Step 3
Option 1 - Manual Entry
Option 2: CSV Entry
To Edit Work Order Locations
To Delete Work Order Locations
