How to Create a Work Order Template
This article will go over the steps on how to create a work order template within the Rentvine system.
Work Order templates can be essential in your daily workflow. This helps autofill certain fields and makes creating a work order much easier for your team.
To create a new Work Order Template, click the Maintenance tab > click Work Orders.
Click the Template tab.
Click the green button labeled Work Order Template.
Here you can add details to the work order project, such as:
Work Order Project Template - You can build off a previously created work Order template
Name (required) - This will be the name of the Template itself
Description (required) - A brief description of the work order
Vendor Information (required) - Allows you to select a Maintenance Category, the specific Vendor, and whether this type of Work Order Template will require resident access or not
Instructions - Additional instructions for the vendor to see only
Priority - Select the severity of the work order
Assignee - Select the user Assignee for the work order
Owner Approved Toggle - Toggle if this will always be Owner Approved or not when using this template
Publish With Owner / Tenant - Toggle if this work order template will always be published to the Owner or Tenants portal when being used
Once all required fields are filled out, you can now save the new template
Now, the next time you are creating a work order and click the Work Order Template dropdown, you will see the newly created template
