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5.2 Quick Reference Guide  - Changing Equipment/Sub-Location on a Work Order as a Technician

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Step-by-Step Instructions

As long as no entries have been entered against the Task, including any malfunctions, the equipment or sub-location can be changed.

1. From the Tasks view in the Work Management Module, select desired Task.

2. Select the pencil icon to EDIT in the Summary view.

4. Select CHANGE in the window.

5. Search for the new piece of equipment/sublocation.

If the WO/Task was originally against a Sub-Location, you must first hit CLEAR to choose either a sublocation or equipment.

6. Select BACK.

7. Select SAVE.

8. Summary will now reflect the Equipment/Sub-Location change.

9. The new equipment will be listed on the Work Order Summary and Task Summary screens.   The Task can now be worked on with the correct Equipment/Sub-Location.

Previous Article 5.1 Quick Reference Guide - As a Technician, how do I add a Task to a Proactive Work Order in the Work Module
Next Article 5.3 Quick Reference Guide  - Entering a Reason for PM Non-Compliance in the Work Module as a Technician

Technician Work Module Documentation

1. Creating a Work Order/Task in the Technician Work Module 8
2. Editing Work Orders/Tasks in the Technician Work Module 25
3. Overview/Navigation of the Technician Work Module 24
4. Equipment Status Monitor in the Work Module 14
5. Step by Step Instructions for the Work Module 6
6. Managing Parts in the Work Module 19

Other Resources