Duplicating Workorders

We currently service one set of equipment monthly per client.
Is there a way that i can duplicate a workorder instead of manually creating them?


A few options:

You can use the menu option Copy Selected Workorder Item To An Existing Workorder for This Client - see the Help documentation on the Item menu options http://www.ayanova.com/AyaNova6webHelp/workorder_item_menu_options.htm

Or you could create a Service Workorder Template, pre-entering in all the information into fields and saving the template, and then when creating a new workorder, just select the template so that all of its info is copied to the newly created service workorder. See also the Help documentation section http://www.ayanova.com/AyaNova6webHelp/service_workorder_templates.htm

Or you could create one Preventive Maintenance order, and manually generate a service workorder from it which would have everything copied over to the generated service workorder of whatever you entered in the PM. See also the tutorial http://www.ayanova.com/AyaNova6webHelp/manually_generate_a_service_wo.htm

Or you could create one Preventive Maintenance order, and have AyaNova automatically generate a service workorder for you every month without you even having to remember to do so. Walk through the tutorial http://www.ayanova.com/AyaNova6webHelp/automatically_generate_a_servi.htm for an overview of this.

Let me know if you have additional questions

  • Joyce