Edit a work order

Edit a work order to keep it up to date as the job moves along, for example to set a due date or raise the priority.

Who can do this: Admin, Manager, Technician, Tenant

Open the work order. The Details tab opens first.
Change the fields you need.
Select Update Work Order.

You’ll see Work order updated, and the list shows your changes. Your changes aren’t saved until you select Update Work Order. Select Cancel to leave without saving.

What you can change

Field	Can you change it?
Task Type	Yes
Status	Yes. See statuses. To finish a job, see Close a work order.
Priority	Yes. See priorities.
Due Date	Yes. Select the field and pick a date. To remove the date, open the calendar and select the same date again.
Location	Yes, but it can’t be blank
Assign To	See Assign a work order
Description	No

You can’t change a work order’s Description once it’s created. To add to it, add a note instead.

A work order stays at the facility where it was created. There’s no option to move it to another facility.

When you can’t edit

The window says “You have view-only access to work orders.” You have the Viewer role. See what each role can do.
The window says “This work order is closed and locked.” Your facility locks closed work orders. See Lock closed work orders.
You see “This facility is disabled”. Update Work Order is unavailable until the facility is enabled again. See Disable a facility.