Creating work orders

You can create a work order for any piece of equipment or location in the hierarchy.

Note: See Defining regular work order headers for more information on creating work orders, specifying linear reference information, and adding the first activity to a work order.

To create work orders:

Select Equipment > Assets

Note: You can also create a work order from the Positions, Systems, and Locations forms.
Select the equipment for which to create a work order, and then click the Structure tab.
Select the equipment record for which to create a work order, and then click Create WO.
Specify this information:
WO Description

Specify the description of the work order.
Note: If you leave this field blank and select a Problem Code, the system will populate the Problem Code as the Work Order Description.

WO Organization

Specify the organization to which the equipment or location belongs.

Type
Select one of the options for the type of work order:
- Breakdown
  Select to create a work order in response to an equipment breakdown or failure.
- Compliance alignment
  Select to create a calibration work order.
- Preventative maintenance
  Select to create a preventive maintenance work order.
- Project
  Select to create a work order as part of a project.
- Work
  Select to create a general work order.
Status
Select one of the options for the status of the work order:
- Released
  Select to create a work order for release.
- Work Request
  Select to create a work order request.
Priority

Select a priority level for the work order.

Problem Code

Specify a problem code to associate with the work order.

Class

Specify a class for the work order.

Department

Specify the department associated with the work order.

Location

Specify the location of the work to be completed.

Cost Code

Specify the cost code for the work order.

Sched. Start Date

Specify the scheduled start date for the work order. The system defaults the schedule start date to be the current system date.

Sched. End Date

Specify the scheduled end date for the work order. The system defaults the schedule end date to be the current system date.

Assigned To

Specify to whom the work order is assigned.

Standard WO

Specify the standard WO for the if it has been stored in the system library.
Note: The system automatically populates the work order description, Type, Class, Problem Code, Priority, and Scheduled End Date if available. The system also copies the standard work order activities to the current work order. If the standard work order is a template, the system creates child work orders as defined on the standard work order.

Trade

Specify the trade required to perform the activity.

Task Plan

Specify the task plan code for the activity.

Material List

Specify the material list code for the material list containing the parts needed for the work order.

Activity Start Date

Specify when the work order activity is scheduled to start.

Activity End Date

Specify when the work order activity is scheduled to end.

Estimated Hours

Specify the estimated number of hours needed for the work order activity.

People Required

Specify the number of people needed for the work order activity.
Click Submit.
Specify this Linear Reference Details information:

Note: The system only displays Linear Reference Details if the equipment record for which to create the work order is a linear equipment record.

From Point

Specify the starting point or from point on the linear equipment record from which to perform the work order.

Ref. Description

Specify a description for the From Point.

Geographical Ref.

Specify a geographical reference for the From Point.

To Point

Specify the ending point or to point on the linear equipment record to which to perform the work order.

Ref. Description

Specify a description for the To Point.

Geographical Ref.

Specify the geographical reference to the To Point .
Click Submit.