Archiving Work Orders
We offer users the ability to "archive" work orders to simplify the view to only see current / active work orders
As work expands, users may want to archive historical work orders to simplify what they are looking at. Archiving a work order will:
- Retain information contained within a work order
- Make this work order no longer visible on Members Dashboard
- Move this work order to the Archived tab of My Work Orders
- Move this work order to the Archived tab of any linked customer or aircraft profile
- Work order will still remain visible in any linked invoice or quote/ estimate.
- Documents will remain in the work order
To archive a work order, simply open the work order and select the Archive button in the upper right:
The user will now see this work order Archived under the Archive Tab:
If for whatever reason a user wants to "unarchive" a work order, simply select the work order in the Archive Tab and then click on Make Active.