- \n
- Add custom fields<\/a><\/li>\n\n\n\n
- Concerning comments in work order<\/a><\/li>\n<\/ul>\n\n
Group settings – Module settings \u2013 Work order settings<\/h5>\n\n
- \n
- Articles to be ordered email.<\/strong>
- Articles ordered email.<\/strong>
- Articles delivered email.<\/strong>
- Description suggestions.<\/strong>
- Measure suggestions.<\/strong>
- Print settings:<\/strong>\n
- \n
- Show signatures.<\/li>\n\n\n\n
- Show images.<\/li>\n\n\n\n
- Show full self checks<\/li>\n\n\n\n
- Remove price from print.<\/li>\n\n\n\n
- Include comments in print.
- List settings<\/strong>:\n
- \n
- Sort on serial number as default.<\/li>\n\n\n\n
- Set begun on added articles. \nIf this is not selected, the status of the order will only change to Started when you open it, i.e. click Change.<\/li>\n\n\n\n
- Show sub group shifter.
Custom status<\/h5>\n\n
![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/11\/PS_EN_add_custom_status_numbers-1.png\")
The numbers refer to information about the various setting options described in the article concerning status.<\/a><\/figcaption><\/figure>\n\n Click +Add status<\/em>. In a text field, enter the different status expressions you want to use. Select the color that the status will have in the list of work orders.<\/p>\n\n
Read about the other setting options (numbers 1-3) in the articlea Status – Custom status.<\/a><\/p>\n\n
\n\n![\"A](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2020\/11\/Symbol_AO_green_lila-150x300.png\")
<\/figure>\n<\/div>\n\n\n\n\nThe color is added as a narrow strip to the left of the work order symbol.<\/p>\n<\/div>\n<\/div>\n\n
You can change the order of the status fields by dragging the three dots on the left.
If it is mandatory to enter a status, select that setting under View Settings – Require custom status to sign the order<\/em> or Required custom status to save order.<\/em><\/p>\n\n
Create order type<\/h4>\n\n
Enter a name for the order type. Select the color of the field by clicking on the left “button” (number 1 in the image below). The color is shown as a dot after the type. Box two is the text color and does not need to be set.<\/p>\n\n
You can control which of your own print templates will be used depending on the order type. Select a template under “Select a template”. This print template has priority over the print template you have chosen to “star”.<\/p>\n\n
![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2026\/03\/PS_EN_WO_create_ordertype_plus_template.png\")
<\/figure>\n\nLearn more about Order types here.<\/a><\/p>\n\n
![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/04\/PS_EN_WO_select_ordertype.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sokfilter75q.png\")
<\/figure>\n<\/div>\n\n\n\n\nTo search for order types, use the filter function.<\/p>\n<\/div>\n<\/div>\n\n
Under View Settings,<\/strong> you can set whether an order type is required to save an order.<\/p>\n\n
View settings<\/h5>\n\n
- \n
- Disable ready if there are articles to be ordered.
- Auto assign user when signing.<\/li>\n\n\n\n
- Include custom fields on PDF.<\/li>\n\n\n\n
- Include custom status on PDF.<\/li>\n\n\n\n
- Include creation date on PDF.<\/li>\n\n\n\n
- Require measures to send order.
- R<\/span>equire measures to complete order.<\/span>
- Require service object runtime if a counter exists.
- Require service object picture on create
- Require custom status to sign order.
- Required custom status to save order.
- Show \u201cAdd measure\u201d-button in details view.
- Require price on all articles.
- Show address on details view.
- Show last edit.
- Require contact information to save order.
- Require articles from registry. You cannot add articles to an order that are not in the register.<\/li>\n\n\n\n
- Include PDF on creating order\/invoice
- Hide Error\/Cause.
- Show requester.
- Save contact on facility and customer card
- Save the requester on the facility and customer card.
- Show \u2018other\u2019 articles.
- Show articles to be ordered.
- Show bookings.
- Use planned date.
- Show invoiced to.
- Use fast add articles.
- Show custom info.
- Show warning on zero gross price
Require measure image \nYou cannot save an action without uploading a photo. \nDoes not apply to those with admin permissions.<\/p><\/li>\n<\/ul>\n\n
Signature settings<\/h5>\n\n
- \n
- Use customer signatures.
- Require customer signatures.
- Require service object for signing.
- Require custom status to sign the order.
- Require self-checks to be completed to sign the order.
Other<\/h5>\n\n
- \n
- Add model to database.
- Set default planned date to today.<\/li>\n\n\n\n
- Add articles to Article registry automatically.<\/li>\n\n\n\n
- Immediately send to ERP on ready for invoicing.
![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/05\/PS_EN_WO_invoicebutton.png\")
With the setting “Immediately send to ERP on ready for invoicing.”<\/figcaption><\/figure>\n\n Fast add\u00a0articles<\/h5><\/h5>\n\n
Here you can list items that are always coming up as suggestions when creating a work order. If you have subgroups, you set whether all or only selected subgroups should display the articles.<\/p>\n\n
Custom field<\/strong><\/h6>\n\n
Learn more about custom field.<\/a><\/p>\n\n
This only applies for Sweden.
On the work order you will then get a field where you can select a deduction. The selection will be sent to Fortnox and handled there.<\/p>\n\n
![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/05\/Egendef_falt_ROT_RUT-1.png\")
<\/figure>\n\nMandatory self checks<\/h6>\n\n
Enter one or more self-checks that should be mandatory, i.e. you must perform the self-check before the order can be completed. The self-check is automatically added to newly created orders.<\/p>\n\n
Message template<\/strong><\/h6>\n\n
You use this field to write a message that is sent to the customer, for example, when an item is available for pickup or a confirmation that a work order has been received. Only one version of the message can be entered here, but the message text can be changed when you send the message on a work order. Click on \u201cSend message\u201d at the bottom of the order.<\/p>\n\n
Upload templates<\/h6>\n\n
Learn how to create Template for Work order protocol and Self-checks<\/a><\/p>\n\n
User permission concerning work order<\/h5><\/h4>\n\n
User permission \u2013 Work order<\/h6>\n\n
View, <\/span>View assigned, Edit, Edit assigned, Create, Delete, Cancel, Invoice, Generate invoice, Assign, Assign to self, Perform, E-mail protocol, Handle bookings, Send booking confirmation, Set to recurring<\/a>, Sign, Remove\/edit uploaded file, Remove self check from order, Set to ready for invoicing, Set individual ready (The technician signs his\/her part of the order), Duplicate, View all custom status<\/span><\/em><\/p>\n\n
User permission \u2013 Other<\/h6>\n\n
Clear signatures. \n<\/em>All signatures on an order are deleted.<\/p><\/p>\n\n
User permission \u2013 Artikelregistret<\/h6>\n\n
Change which user added an article.<\/p>\n\n
User permission concerning QR-verification<\/h6>\n\n
Activation and Perform, \n<\/em>Activation means that the user has the permission to activate QR verification on service objects.<\/p>\n\n
Permissions for\u00a0Service object<\/em>,<\/a>\u00a0Customer<\/a><\/em>\u00a0and\u00a0Facility<\/em>\u00a0<\/a>also effects your functionality on a work order.<\/p>\n\n
*Description of the various invoice permissions.<\/h5>\n\n
Set ready for invoicing. \n<\/em>The user sees the Ready for invoicing<\/strong> button but cannot do anything more about the invoice.<\/p>\n\n
Invoice. \n<\/em>The user sees the button Ready for invoicing<\/strong> and can set Mark as invoiced<\/strong> and Generate backorder.<\/strong><\/p>\n\n
Generate invoice. \n<\/em>Gives the user the right to generate an invoice and the right to send it directly to invoicing. When you click ready for invoicing, you are asked if the order should be sent to accounting software, but also has the Send orde<\/strong>r (to accounting software) button.<\/p>\n\n
**Perform<\/h5>\n\n
If you want an employee to only be able to perform and not be able to change anything on a work order, you choose only this permission. The employee can still add a Self-Check.<\/p>\n","protected":false},"excerpt":{"rendered":"
There are a number of settings for work orders and permissions that can be made. To set module settings and permissions, you must have admin permission. Read also: Group settings – Module settings \u2013 Work order settings Custom status Click +Add status. In a text field, enter the different status…<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[308],"ht-kb-tag":[],"class_list":["post-22339","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-work-order"],"_links":{"self":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/22339","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/comments?post=22339"}],"version-history":[{"count":54,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/22339\/revisions"}],"predecessor-version":[{"id":27407,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/22339\/revisions\/27407"}],"wp:attachment":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/media?parent=22339"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-category?post=22339"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=22339"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Add model to database.
- Disable ready if there are articles to be ordered.
- Articles ordered email.<\/strong>
- Concerning comments in work order<\/a><\/li>\n<\/ul>\n\n