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How to Add (or Update) a Work Order Template

Work Order Templates are a great tool to quickly create Commonly used work orders. They come pre-loaded with the Title, Description, Job type and even Tasks.

 

Step 1

Log into webCemeteries Management.

Step 2

Click the Settings icon at the bottom of the left-hand menu.

Step 3

Select "Templates" on the left Sidebar.

 

Step 4

To create a new work order template, click orange "+" button on the top right, or, select an existing Template to begin editing. 

 

Step 5

Title your template.

 

Step 6

Select a Job Type from the drop-down menu.

 

Step 7

Add sub-tasks by naming the New Task and clicking the plus ( + ) sign.

 

Step 8

Once you have all of the sub-tasks desired, click SAVE.

 

Step 9

You will now see your new template in your list of templates.