Delete a work order

For tracking purposes, you should close or cancel an existing work order that is no longer in use. Closed and canceled work orders are inactive and don't appear on work order lists. Avoid deleting a work order unless you're cleaning up errors, such as duplicate work orders.

Before you begin

Role required: wm_admin

About this task

Deleting a work order automatically deletes associated work order tasks, so agents aren't assigned work order tasks that are part of a deleted work order.

Procedure

1. Navigate to All > Field Service > All Work Orders.

2. Click the work order.

   If work order tasks have part requirements with transfer orders, the work order tasks won't be deleted. Before deleting the work order, delete transfer orders attached to work order tasks.

3. Click Delete.

4. Confirm the action when prompted.