The FacilityONE UNITY program includes a feature for inline editing, making work order edits more efficient by allowing certain fields to be edited on multiple work orders without needing to open each one in Edit mode.
Please note that this feature is only available on work order tabs that have been saved to your FacilityONE profile. For questions on how to create and save a work order tab, please refer to this article or contact FacilityONE Support.
- To use In-Line Editing, you will need to put the work order tab into table view by clicking the Grid icon.
- Once in Table View, click the Edit pencil located in the top right of the page. You will know you are in edit mode when the banner at the top turns orange.
- Double-click on a row you wish to update and make the desired changes. This will open up the available fields to edit for the work order.
- Only certain fields can be edited using this method, and if you are missing any of these fields when in Table View, you will need to adjust the Options selected in the Find used to create this tab.
- Assigned Employees
- Category
- Cost Center
- Estimated Hours
- Location Details
- Priority
- Specialty
- Status
- Only certain fields can be edited using this method, and if you are missing any of these fields when in Table View, you will need to adjust the Options selected in the Find used to create this tab.
- You can update multiple work orders at the same time using inline editing.
- To save changes, click the Save icon at the top right of the page.
- To discard changes, click the X at the top right and select LOSE THE CHANGES AND QUIT.
- If the X was clicked by mistake, select DO NOT QUIT - RETURN TO EDITING.
Note: If you are looking to be able to edit other fields with this method or have any questions, please reach out to support@facilityone.com or call 502-805-2145.