Documentation

Work Order Templates

Requires. Administration Page; Work Order Templates with Create, Modify, or Delete for changes.

A work-order template is a set of default values that gets applied to a new work order — saving you from re-entering the same type, assignee, equipment, and notes every time you create a common work order such as a Standard Install or a Disconnect.

Getting here

  • From Admin → Catalogs, click Work Order Templates.
  • Or go directly to https://portal.securitytrax.com/acme/admin/cms/work-order-templates.

Edit form

Field Required? Type Validation Notes
Name Yes Text 1–255 characters The template label.
Active No Checkbox — Defaults to checked. Inactive templates can't be chosen when creating a work order.
Task Type Optional Select An active note/task type Sets the work order's task type.
Work Order Type Optional Select An active Work Order Type Sets the work order's type.
Assigned To Optional Select A role (Install Technician, Install Tech. Manager) or a specific user who can be assigned work orders Roles resolve to the customer's actual install tech (or that tech's manager) when the template is applied.
Equipment Optional Select Install All, Service All, or Remove All Pre-selects every eligible piece of the customer's equipment for that action.
Subject Optional Text — Pre-fills the work order's Subject.
Details Optional Text area Up to 150 characters Pre-fills the work order's Details field (the work-order notes).

How a template fills in a new work order

When you create a work order on a customer and choose a template, SecurityTrax copies the template's defaults into the new work order's form:

  • Task Type, Work Order Type, Subject, and Details populate the matching fields.
  • Assigned To resolves any role default (for example, Install Technician) to the customer's actual technician.
  • Equipment selects the matching equipment rows for the chosen action.

The Details value fills the work order's Details field — the same field where you'd otherwise type the work-order notes by hand. You can edit any pre-filled value before saving.

Related