---
title: "Configure Auto Work Orders"
slug: "configure-auto-work-orders"
updated: 2026-01-05T14:44:28Z
published: 2026-01-05T14:44:28Z
canonical: "help.symphonysummitai.com/configure-auto-work-orders"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Auto Work Orders

A Work Order refers to a set of requirements that an Analyst needs to perform in order to provide the Service requested by the End User. On the **AUTO WORK ORDER CONFIGURATION** page, you can configure Work Order(s) for an Incident category. When an Incident is created for the Category, Work Order(s) is automatically generated for all the configurations.

To configure Auto Work Orders, perform the following steps:

1. Navigate to **Incident** > **Configuration** > **Others** > **Auto** **Work Order Configuration**.
2. Select **Department**.
3. Click **ADD NEW** on the **ACTIONS** panel.
4. Enter in the new Work Order details. For information about the fields on the **AUTO WORK ORDER CONFIGURATION** page, see [Field Description](/apex/docs/configure-auto-work-orders#field-description). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/auto work order config.png) Figure: Work Order Configuration
5. Click **SUBMIT** to create a new Auto Work Order Configuration.

#### **Field Description**

The following table describes the fields on the **AUTO WORK ORDER CONFIGURATION** page:

| **Field** | **Description** |
| --- | --- |
| **DETAILS** |
| Category | Select the Category for which the Work Order needs to be created. |
| Work Order Name | Type in a name for the Work Order. |
| Target Tenant | Select the Destination Tenant from the list of Tenants. |
| Workgroup | Select the Workgroup for the Work Order. |
| Caller | Type in the name of the Caller for the Work Order. |
| Classification | Select the Classification for which the Work Order need to be created. |
| Number of Days | Type in the number of days to resolve the Work Order. |
| Symptom | Type in the symptom. |
| Description | Type in the description. |
| Parent Work Order | Select the Parent Work Order from the list, if any. |
| Sequence | Type in the sequence in which the Work Orders must be completed. |
| Active | Indicates the status of the Work Order. - If selected, the Work Order becomes an available option on the other pages of the application. - If not selected, the Work Order becomes an inactive value. The inactive Work Orders are not displayed on the configuration pages of the application or in the Work Orders list. |

### **ACTIONS**

This section explains all the icons displayed on the **ACTIONS** panel of the **WORK ORDER CONFIGURATION** page.

#### **SHOW LIST**

Click **SHOW LIST** to display the **LIST** table showing all the Work Orders configured for the selected Tenant.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/auto WO config.png)Figure: Auto Work Order Configuration

- To edit a Work Order, click the **Work Order Name**. Make appropriate changes and click **SUBMIT**.
- To display the inactive Work Orders, click the **Include Inactive** check box.

> [!NOTE]
> Note
> 
> - Click **ADD NEW** to configure a new Work Order Configuration.
> - Click **IMPORT** to update or create multiple Work Order Configurations, importing the Master Excel template. Upon clicking IMPORT, you will be redirected to the EXCEL MASTERS IMPORT page, where you can download the excel template and fill the required data to update in the page.