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Administrator Guide
Last Updated: 2025-01-10
Change Organizations on Work Orders for Non-Workday Integrated Tenants

Change Organizations on Work Orders for Non-Workday Integrated Tenants

Have the following permissions:
  • field.organization_unit.
     This is a field-level permission. Some tenant configurations may make the
    Organization Unit
     field non-editable, despite having this permission.
  • organization_unit.read
    .
  • bulk_operations.workorder.update_organization
    . Lets you bulk update work order organization unit.
  • workorder.modifications.create
    .
If you want to adjust the organization on a work order, you can do so with either the
Make Organization Changes
,
Change Dates and Rates (Modify Work Order)
, or
Edit Work Order
action.
Both vendor and client users can change the organization unit.
  1. From the header, select
    Work Orders.
  2. Open the appropriate work order and click one of the following:
    Make Organization Changes
    ,
    Change Dates and Rates (Modify Work Order)
    Order
    . or
    Edit Work Order
    . Which option you choose depends upon how you need to edit the organization unit:
    Option
    Description
    Make Organization Changes
    Select this option if you're changing organization units at any level of the organization unit hierarchy. This option targets the organization unit specifically and you won't be able to edit other aspects of the work order.
    Example: A resource manager can request a change to the organization unit and resource manager outside of their current organization.
    Change Dates and Rates (Modify Work Order) Order
    Select this option if you're changing organization units at any level of the organization unit hierarchy and changing other aspects of the work order.
    Example: You need to change the organization unit on a work order, as well as backdating the work order.
    Edit Work Order
    Select this option if you're changing organization units that are at or below your current level in the organization unit hierarchy.
    Example: You want resource managers to only change work orders that are at or below their current level in the organization unit hierarchy. Direct them to use this option.
  3. Change the
    Organization Unit
    . If it's been set up, you can also change the resource manager. To allow users to change the resource manager, select
    Restrict Resource Manager to Organization Hierarchy
    mapping
     when configuring the job form (
    More
    Company Settings
    Job Workflows
    Job Form Configurations
    ).
  4. Click
    Review Changes
     and review your change.
  5. Click
    Submit for Approval
    .