Work Order Boards Setup: Managing Work Order Boards
Purpose Statement
The purpose of this article is to explain how to manage an existing work order board in the First Due Assets module. This includes reorganizing boards, editing board details, activating or deactivating boards, and permanently deleting boards as needed to support maintenance workflows and operational efficiency.
Background Information
Work Order Boards are created during the initial setup of the Assets module and are used to organize and track maintenance activities. Over time, agencies may need to adjust board order, temporarily disable a board, update its configuration, or remove boards that are no longer needed. Managing existing boards ensures the Assets module remains accurate, streamlined, and aligned with current operational needs.
Required Permissions
To manage existing work order boards, users must have the following permissions enabled:
Assets: Setup / Configuration
Assets: Work Orders – Manage Boards
These permissions are typically assigned to administrators, supervisors, or data managers responsible for system configuration.
Video
Step-by-Step Guide
Step 1: Access Work Order Board Setup
Navigate to the Assets module, click Setup, then select Work Orders to view existing work order boards.
Step 2: Add a New Work Order Board
To create a new work order board, click Add Board.
Step 3: Reorder Work Order Boards
To change the order of work order boards, click and hold the position (drag) icon next to a board and move it to the desired location in the list.
Step 4: Activate or Deactivate a Work Order Board
To deactivate a work order board, click the Deactivate icon next to the board. To make the board available again, click the Activate icon.
Step 5: Edit an Existing Work Order Board
To update the configuration or details of a work order board, click the Edit icon.
Step 6: Delete a Work Order Board
To permanently remove a work order board, click the Delete icon.
Best Practices
Deactivate boards instead of deleting them if there is a chance they may be needed again in the future.
Keep board names clear and standardized to improve usability for field and administrative users.
Periodically review board order to ensure the most frequently used boards appear at the top.
Limit board management access to designated administrators to avoid accidental changes.
Troubleshooting & FAQs
What is the difference between deactivating and deleting a work order board?
Deactivating a board makes it unavailable for use but allows it to be easily reactivated later. Deleting a board permanently removes it and requires recreating it if needed again.
Why can’t I see the option to edit or delete a board?
You may not have the required Assets setup or configuration permissions. Contact your system administrator.
Will deleting a board remove existing work orders?
Deleted boards cannot be recovered and associated configuration may be lost. Review carefully before deleting.
Related Articles
Assets: Comprehensive Permissions Guide
Purpose Statement This article provides detailed definitions, use cases, and best practices for all permissions available in the Assets module. Understanding these permissions is essential for administrators to configure appropriate access levels for ...Work Order Boards Setup: Creating a New Work Order Board
Purpose Statement The purpose of this article is to guide users through the process of creating a new Work Order Board in First Due. Work Order Boards allow departments to manage and track asset maintenance activities, including repairs, preventative ...Work Order Boards: General Navigation
Purpose Statement The Work Order Boards within the Assets module provide a centralized Kanban-style interface for creating, tracking, and managing maintenance work orders across all department assets. Background Information Work Order Boards serve as ...Work Orders: Modifying an Existing Work Order
Purpose This article explains how to modify and update existing work orders for apparatus, locations, equipment items, or kits in the First Due Assets Module. Users can update work order details, add associated costs (labor, inventory, and parts), ...Apparatus Work Orders: Modifying an Existing Work Order
Purpose This article explains how to modify and update existing work orders for apparatus, locations, equipment items, or kits in the First Due Assets Module. Users can update work order details, add associated costs (labor, inventory, and parts), ...