Steps

The Steps profile list helps lay the groundwork for efficiently filling out your New Work Order forms, particularly if you have work processes where you're executing the same steps over and over. Take a look at this (admittedly very simplistic) example:

By documenting most of the likely steps in your everyday work processes ahead of time, filling out your work order forms is thereby greatly facilitated. While you certainly can add a step on the fly when creating the work order, having these steps done ahead of time will greatly cut your time on task.

To create a new step, just click Save & New from the tab's Save tool. Then add a name as well as a complete description. Finally, specify from your various business Locations exactly where this step can take place. As always, if you want to keep a step in the database, but don't want it showing up in the Name drop-down list on your Work Orders, then check Process is inactive.