Template quality rules

Quality rules set the documentation a Work Order needs, such as how many photos, whether asset details or a serial number are recorded, before and after photos, and notes. For each Work Order template you can open its Quality Rules page and adjust those requirements for each type of action on the template.

Each setting shows its default. Where there is a system minimum, ServiceVisit shows it and does not let you go below it. Settings you have changed are marked Modified, and the page shows when the rules last changed and the reason recorded for the change. Reset to Defaults returns the template to its default rules.

Changes apply to future Work Orders created from that template. Quality rules for a single Work Order, and the history of changes, are separate actions covered on their own.

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