Update Work Order details
Before you begin
You need the Edit Work Orders permission, and the Work Order must still be open — editing is not available once a Work Order is closed. See Work Order permissions for details.
Shop ID is not the Work Order’s facility. Shop ID is a shop code label on the Work Order header. Whether it is editable depends on your Shop Codes configuration. Changing Shop ID does not move the Work Order to another facility.
The facility a Work Order belongs to is set when the Work Order is created and cannot be changed afterward. The Audit information on the Work Order shows the facility for reference only, and it is read only there.
A Work Order cannot be deleted. If a Work Order was created on the wrong facility, reverse all of the transactions on its lines, then void or close those lines and close the Work Order, and create a new Work Order on the correct facility. See Reverse a transaction and Close or reopen a Work Order.
Steps
Open the Work Order you want to update.
Find the field you want to change in the Work Order's header or summary area — for example, Reason, Priority, Shop ID, Customer, or Vendor. For what each field means, see Work Order fields.
Select the field's current value.
The field becomes editable in place — there's no separate edit mode or drawer for the header as a whole.
Enter or select the new value.
Confirm the change (select the field's save control, or move focus away from the field, depending on the field type).
The field saves immediately and shows the new value.
Some header fields only appear, or only appear editable, depending on your organization's configuration — see Work Order system switches. To change the Work Order's meter reading, see Update the Work Order meter instead, since it opens its own drawer and requires the Edit Meter permission.
Priority is shown but cannot be changed. The Priority field only becomes editable when the Use Priority Codes system switch is on (Admin → System Switches → Work Order), you have the Edit Work Orders permission, and the Work Order is open. If the code you need is not in the list, an administrator adds it under Maint. & Repair → Settings → Priority — refer to Priority Codes. The same pattern applies to Reason (Use Reason Codes) and Shop ID (Use Shop Codes); refer to Work Order System Switches.
Scheduled In and Scheduled Out
Scheduled In is the date and time the asset is expected to arrive; Scheduled Out is when it is expected to be returned. On the upgraded Work Order page these are not in the header – they are on the Work Order Info tab.
Open the Work Order and select the Work Order Info tab.
In the Info section, find Scheduled In or Scheduled Out and select the calendar icon beside the label.
Pick the date and time and confirm. The value saves immediately. Scheduled Out cannot be earlier than Scheduled In.
The calendar icon is shown only when you have the Edit Work Orders permission and the Work Order is open. Scheduled Out also appears as Date Scheduled Out under Audit on the History tab, where it is read only. On the original Work Order design the same two fields are in the header, with a pencil icon instead of a calendar.
Scheduled In and Scheduled Out are Work Order-level dates. They are separate from a job’s scheduled date and technician hours, which are set per job (see Assign technicians to a job).
If this step fails
If the field doesn't become editable when you select it, confirm the Work Order is still open — Fleet360 blocks editing on a closed Work Order regardless of permission. Reopen it first (see Close or reopen a Work Order) if you need to make the change.