What this guide covers
Work order templates standardize the fields and appearance of new work orders.
Open templates
Go to Work Orders → Templates (/app/work-orders?tab=templates).
Requires work_order_templates_access at view or edit level.
Template contents
Each template defines:
- Name and description for internal selection
- Template schema — JSON form layout (text fields, checklists, measurements, etc.) snapshotted onto new work orders
- Calendar color — how work orders from this template appear on calendar views
- Active flag — inactive templates are hidden from creation pickers
When a user creates a work order from a template, NidusCore stores both live form_data and a template_snapshot so historical records stay readable even if the template later changes.
Permissions
| Level | Capability |
|---|---|
| View | Browse templates, use them when creating work orders |
| Edit all | Create, update, archive templates |
Template calendar colors also feed Calendar → Work order source settings for per-user visibility toggles.