Customize the work order form

The work order form can be customized for different user groups. You can hide certain fields and tabs, or make them mandatory. 

To do this:

1. Navigate to Maintenance > Work Orders and select any work order.
2. In the top right corner, click the Settings icon and Switch to another profile:
   
3. Select the user group you want to customize the work order form for.
   The app displays the work order form as it is shown to that user group. 
4. To hide a full tab or field from a user group:
   
   1. Click the Settings icon and Rearrange:
      
   2. Click the tab you want to hide.
   3. Click the Hide icon:
      
      

      Note

      You may have to leave the work order and return to see your changes reflected on the form.

5. To hide or display columns in tabs: 
   1. Click the Settings icon and Rearrange:
      
   2. Click the tab you want to configure.
   3. Click the Select visible elements icon:
      
   4. Select or deselect the fields as needed:
      
   5. Click OK.
6. To make a field mandatory:
   
   1. Click the Settings icon and Rearrange:
      
   2. Click the Customize icon:
      
   3. Select the Required checkbox, and then click OK:
      
7. To undo any changes, click the Settings icon and Reset to default: