1. Under Work Types & Skills, enter a name and description. Try to use a name that helps users quickly understand the type of work orders that can be created from the work type. For example, Annual Refrigerator Maintenance or Valve Replacement.
2. Add a Due Date Offset. When this value is set for a work type any work orders you create using the work type have their service appointments’ due date set to the created date + due date offset.
3. Add an Estimated Duration, which is how long the work is estimated to take.
4. Add a Duration Type of minutes or hours.
5. If you’d like a service appointment to be automatically created on work orders and work order line items that use the work type, select Auto-Create Service Appointment.
6. You can also add required skills to work orders and work types so only resources with certain skills can be assigned to complete the work. In the Skill Requirements field start typing the name of the skill you wish to add. Select the skill from the list provided.