Specify work order header information on the Record View tab of the Work Orders page.
To create an editable copy of the record that contains the same base data, right-click
on the Record View tab, and then choose Copy Record.
You may also associate inspection routes to work orders from the Work Orders page.
The form contains collapsible sections.
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Select Work > Work Orders.
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Click New Record.
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Specify this information:
Organization - Specify the organization to which the work order belongs if you use multi-organization security.
Work Order - Specify a description of the work needed in the adjacent field. A work order number is assigned after you save the record.
Equipment - Specify the equipment on which to perform the work.
Safety is selected if it is selected on the Location record.
Multiple Equipment is selected if you add additional equipment to the work order and it is protected.
Type - Choose one of the following options:
Type
Description
Breakdown
Select to create a work order in response to an equipment breakdown or failure.
Calibration
Select to create a calibration work order.
PM
Select to create a preventive maintenance work order.
Repairable Spare
Select to create a work order for repairable spare parts. If you are creating a work order for re- pairable spare parts, you must also add the parts to repair on the Repair Parts tab.
Standard WO
Select to create a standard work order.
The previously listed work order types are standard types in the system. You can
also create user-defined work order types.
Department - Specify the department.
Print - Select to print the work order when work orders are batch printed.
Once the work order is printed, Printed is automatically selected and Print is cleared.
Status - Select one of the following options:
Released - Select to create a work order.
Work request - Select to create a work request.
If you select a Status of Work request, the work request must be approved and assigned a status of Released before defining activities, scheduling labor, booking labor, etc.
Safety - Select if this work requires special safety precautions.
Warranty - Select if the equipment is under manufacturer warranty.
Dependent - Select to keep the work order open until all child work orders are completed.
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Specify this Linear Reference Details information:
From Point - Specify the point on the linear equipment record from which to perform the work order.
Ref. Description - Specify a description of the From Point.
Geographical Ref. - Specify a geographical reference for the From Point.
To Point - Specify the point on the linear equipment record to which to perform the work order.
Ref. Description - Specify a description of the To Point.
Geographical Ref. - Specify a geographical reference for the To Point.
Inspection Direction - Specify the direction in which to begin the inspection on the linear equipment.
Flow - Specify the direction in which the travel flows along the linear equipment, e.g., cars traveling on the linear equipment record for Highway 185 are traveling in the North-South flow direction.
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Specify this Production Details information:
Production Priority - Specify the priority of production for the work order.
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Specify this Work Order Details information:
Location - Specify the location of the work to be completed.
Class - Specify the class of the work order.
Problem Code - Specify the code to identify the type of problem.
Parent Work Order - Specify the code identifying the parent work order for the work order. These fields are automatically populated:
Criticality identifies the equipment in the work request. Criticality is only populated if you selected an Equipment for which a criticality code is linked, and it is protected.
PM Code identifies the PM work order from which the work order was generated. PM Code is only populated if the work order was generated from a PM work order.
CN Number indicates the change notice number of the equipment on the work order.
Scheduling Session indicates the MS Project planning session associated with the equipment on the work order.
Customer indicates the asset management customer associated with the equipment on the work order.
Property indicates the asset management property associated with the equipment on the work order.
Caller Name indicates the name of the person who called in to report the problem.
Reject Reason indicates the reason that the work order was rejected.
Reopened is automatically selected if the work order is closed and then reopened.
Standard WO - Specify the standard work order if it has been stored in the system library. The standard work order activities are copied to the current work order. If the standard work order is a template, child work orders are created as defined on the standard work order.
Priority - Specify the priority of the work order.
Cost Code - Specify the cost code of the work order.
Target Value - Specify the estimated maximum cost for the work order.
Failure Code - Specify the cause of failure for the equipment.
Action Code - Specify the action taken to resolve the problem.
Cause Code - Specify the cause code identifying the cause of the problem. The following fields are automatically populated:
Route identifies the inspection route of which the equipment is a part.
Inspection Status indicates the current status of the inspection route of which the equipment is a part.
Downtime Cost - Specify the cost that resulted from the equipment being out of operation due to failure.
Downtime Hours - Specify the number of hours that the equipment was out of operation due to failure. The following fields are automatically populated:
Last Meter Reading is populated with the value of the last meter reading and the unit of measure of the reading in the adjacent field.
Trigger Event indicates the MS Project planning session associated with the equipment on the work order.
Customer Contract is automatically populated if there is a contract associated with the work order or if customer charges have been calculated using the asset management services module.
Original PM Due Date is automatically populated if the work order originated from a PM.
If applicable, Customer Contract is populated from a project, equipment, and location associated with the work order.
It is first determines whether the work order is associated with a customer contract;
then checks for customer contracts associated with a project that is associated with
the work order (including child projects); then for the equipment of the work order
(and child equipment); and finally for the location of the work order (and child locations).
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Specify this Call Center Details information:
Equipment Usability - Specify the code identifying the equipment's usability factor.
Temporary Fix Promise Date - Specify the date the work will be fixed temporarily, if a date was promised to the customer.
Provider - Specify the provider.
Service Category - Specify the service category.
Permanent Fix Promise Date - Specify the date the work will be fixed permanently, if a date was promised to the customer.
Temporary Fix Date Completed - Specify the date the temporary fix was completed.
Service Problem Code - Specify the service problem code.
Work Address - Specify the address or intersection where work is requested.
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Specify this Activity information:
Activity - Specify a value if you want to create a new activity to associate with the work order.
Trade - Specify the trade required to perform the activity.
If you enter a Trade, Estimated Hours, or People Required in the Activity section of the page, an activity will automatically be created for
this work order.
An activity record can be deleted when you remove the Trade value.
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.
Estimated Hours - Specify the estimated number of hours required to complete the activity. Hours Remaining is automatically populated with the estimated number of hours remaining for the activity. You may update this field at any time during the life cycle of the work order.
Activity Start Date / Activity End Date - Specify the starting and ending dates for the activity associated with the work order.
People Required - Specify the number of people required to perform the activity.
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Specify this Scheduling information:
Reported By - Specify the employee requesting the work.
Date Reported - Specify the date and time that the problem was reported.
If the BOOKDATE installation parameter is set to ON, you are not allowed to book
hours for labor for a date that is earlier than the Date Reported. If BOOKDATE is set to OFF, then you can book hours without any date restrictions
related to the Date Reported.
See the following for a list of constraints related to booking hours:
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It is verified that Date Worked is not less than Date Reported for the work order.
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It is verified that Date Worked is less than or equal to Date Completed (if populated) for the work order.
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It is verified that Date Worked is not greater than the current system date and time.
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It is also verified whether Date Worked is within the date range defined by Scheduled Start Date and Scheduled End Date on the work order activity.
Assigned By - Specify the supervisor who assigned the work order.
Assigned To - Specify the person responsible for the work order.
Sched. Start Date / Sched. End Date - Specify the starting and ending dates for the work order.
Req. Start Date / Req. End Date - Specify the requested starting and ending dates for the work order.
Start Date - Specify the actual date on which the work order is started.
Date Completed - Specify the actual date on which the work order is completed.
Shift - Specify the shift during which the work is requested to be performed.
Project-Budget - Specify the project and the project budget to associate with the work order.
You cannot select a frozen project/budget.
Service Request - If populated, the value displayed for Service Request is a hyperlink to the service request associated with the work order. Click the number to view the associated service request.
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Click Save Record.
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To view a GIS map and associate it with the work order, right-click on the form, and then choose View GIS Map.
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If the work order is for a linear equipment record integrated with GIS, right-click, and then choose View GIS Map to adjust From Point or To Point via the work order’s map.
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To create a customer invoice for the work order (for a asset management services customer contract), right-click, and then select Create Customer Invoice. All customer charges for the work order that are associated with the customer contract are calculated, and a customer invoice record is generated.
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To create a standard work order from any general work order for easy duplication, right-click on any existing work order, and then click Create Standard WO. The Create Standard WO pop-up window is displayed. Specify New Standard WO, and then specify a description for the new standard work order. Specify Organization, and then click Submit.
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To view the progress of a work order, right-click on the form, and then choose Event Log.
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To create a warranty claim for the work order, right-click, and then select Create Warranty Claim.
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To create a production request with an Unfinished Status, specify Work Order and Production Priority, and right-click on the form, and then choose Create Production Request. A production request with an Unfinished Status is created.
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To create a production request with an Approved Status, specify Work Order and Production Priority, and right-click on the form, and then choose Create Production Order. A production request with an Approved Status is created. ERP retrieves the production request.