Page 5-2 Work Order Manager
PLT-01067, Version: A.7 July 2017
5.1.1 Work Order Manager Toolbar
Toolbar Function Description
Open Opens an existing Work Order. See Section 5.3: Open a Work Order.
Close Closes the current Work Order. See Section 5.4: Close a Work Order.
New
If you select New, any currently opened Work Order closes and the Work Instruction
Wizard opens to create a Work Order. See Section 5.5: Create a Work Order.
Rename
Select Rename to rename an existing Work Order. The Manage Work Orders window
appears. Select the correct work order and click Rename Work Order. See Section
5.6: Rename a Work Order.
Delete
Select Delete to delete an existing Work Order. See Section 5.7: Delete a Work
Order.
Print Select Print to print the open Work Order. See Section 5.8: Print a Work Order.
Save As
Select Save As to save the open Work Order with a new name. See Section 5.9: File
Save As a Work Order.
Export to CSV
Select Export to CSV to export the work order to a comma separated file. See
Section 5.10: Export Work Order Data to a CSV File.
Export to PDF
Select Export to PDF to export the work order to a Adobe PDF file. See Section 5.11:
Export Work Order Data to a PDF File.
Add Work
Instruction
Select Add Work Instruction and the Work Instruction Wizard will walk you through
the creation of a Work Instruction. See Section 5.12: Add a Work Instruction to a
Work Order.
Edit
With a Work Order open, select the Edit option. Select a Work Instruction from the
list, and modify in the Work Instruction Wizard as needed. See Section 5.13: Edit a
Work Instruction .
Remove
With a Work Order open, select the Remove option. Select a Work Instruction from
the list to remove. See Section 5.14: Remove a Work Instruction .
Add Record
Add a single record to the Work Order database. Each record added is a credential
to be encoded with the Work Order. See Section 5.11: Export Work Order Data to a
PDF File. See Section 5.15.1: Add a Credential Record.
Add Batch Records
Add a batch of records to be encoded with the Work Order database. See Section
5.15.2: To Add a Batch of Credential Records.
Remove Records
Delete Work Order records one or more records at a time. Shift + Click to select all
records or Ctrl + Click to select individual records for removal. See Section 5.15.3:
Remove Records.