Creating custom attributes is another tool for tailoring your work orders to your maintenance team's specific needs. This guide will show you how to create custom attributes and how to utilize them in your work orders.
Step-By-Step Guide to Creating a Custom Attribute
- Click the 'v' in the top right corner of the header navigation bar.
- Click the 'Configuration' button.
3. Click the blue 'New Custom Attribute' button on the right.
4. Select the settings for your custom attribute:
A. Entity Name: Is this attribute for a work order or a work order material charge?
B. Name: Fill in the title of your custom attribute.
C. Type: Choose the appearance of your custom attributes.
a. True/False: Creates a checkmarked box for true and empty box for false.
b. Text: Creates a blank entry to write in.
c. Dropdown: Creates a list of options under a 'v' tab. You may only select one of the options. Ex. Type of work to be done could be "Electric, Plumbing, Painting". Remember to separate each item by a comma.
d. Multi-Value: Creates a list of independent options. You may select some, none, or all of the options that are applicable to your work order. Ex. Areas that need work could be "Living room, bedroom, kitchen".Remember to separate each item by a comma.
5.When finished, click the blue 'Create Custom Attribute' button on the bottom right of the page.
Success! You have now created a custom attribute.
6. To enable or disable a custom attribute, click on the icon under 'Enabled' on the right side of the configuration screen. If the circle is green, the attribute is enabled. If the circle is white, it is disabled.
Step-By-Step Guide to Using a Custom Attribute
1. Click 'Maintenance in the header navigation bar.
2. Click the 'Work Orders' tab.
3. Click on a work order to work on.
4. Click on the blue pencil icon by 'Custom Attributes'. This row is about halfway down the page.
5. Here, you will see all of the custom attributes enabled on the configurations page. Depending on the type of custom attribute, you can type input, choose an option from a dropdown 'v' menu, or check any number of items related to your work order.
6. To save your selections, click the blue 'Save' button in the bottom right. To cancel, click the blue 'Cancel' button next to it.