Custom Work Order Questions for Commercial Admins
Custom Work Order Questions for Commercial Admins
Custom Questions allow you to collect additional information from occupants about work orders they are submitting. This helps your staff be better prepared for the work they will be completing. In this article, you will learn:
- How to create a Custom Work Order Question
- Editing a Custom Work Order Question
- Deleting or Deactivating Custom Work Order Questions
Creating Custom Work Order Questions
Step 1
After logging into the Admin Portal, select Operations in the left navigation, followed by Work Order Configuration.
Step 2
This will take you directly to the Custom Questions portion of Work Order Configuration. To create a Custom Question, select Add Custom Questions in the upper right corner.
Step 3
Give the custom questions a title, and select the categories you wish to apply the custom questions to. The questions will appear for an Occupant when they create a work order under the selected category. Custom questions can also be applied to multiple categories.
Note: The Title will not be Occupant facing, this is for your organization.
Step 4
Select Add Question to begin adding Custom Questions. Multiple questions can be added by selecting Add Question for each additional question.
Step 5
Complete the information regarding the question.
Question Text: The question that will be asked in the Work Order.
Select Type: Here you can select from the options the response type, whether it be Multiple Choice, Check Box, Paragraph Answer, Short Answer, or Drop Down.
Is Required: This allows the question to be required in order to submit the Work Order.
Option Text: This is where you will enter the available options for selection, if applicable to the response type. Additional options can be added by selecting the + icon under Option Text.
Step 6
When you have finished adding Custom Questions, select Submit in the bottom right corner.
Editing Custom Work Order Questions
Step 1
Select Operations in the left navigation, followed by Work Order Configuration. This will take you directly to Custom Questions.
Step 2
Select the three horizontal dots next to the Custom Question you are looking to edit and select Edit.
Step 3
Make the updates needed and select Submit when finished.
Deleting or Deactivating Custom Questions
Step 1
Select Operations in the left navigation, followed by Work Order Configuration. This will take you directly to Custom Questions.
Step 2
Select the three horizontal dots next to the Custom Question you are looking to Delete or Deactivate. Select the corresponding option.
Deactivate: Deactivating will remove the Custom Question from Work Orders but it will remain in the platform under a status of Inactive. It can be reactivated later by selecting the three horizontal dots and then Activate.
Delete: Deleting will permanently remove the Custom Question from both Work Orders and the platform. If the question needs to be added back at a later date, it will need to be recreated.
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