Creating healthcare work orders - HxGN EAM - 12.0.1 - Help - Hexagon

Create new work orders for one or more pieces of healthcare equipment.

The form contains collapsible sections.

1. Select Work > Verticals > Healthcare > Work Orders Healthcare.

2. Click New Record.

3. 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 healthcare equipment on which to perform the work. Equipment-related fields are automatically populated based on the selected Equipment if available.

   Multiple Equipment is automatically selected if you add additional equipment to the work order and it is protected.

   Type - Choose the work order type based on the work needed:

   • 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 repairable 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.

     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.

       Priority - Specify the priority of the work order.

4. Specify this Equipment Details information:

   Cost Code - Specify the cost code of the work order.

   Warranty - Select if the equipment is under manufacturer warranty.

5. Specify this Work Order Details information:

   Standard WO - Specify the standard work order if it has been stored in the system library. The standard work order activities are also 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.

   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.

   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.

   Problem Code - Specify the code to identify the type of 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.

   Failure Code - Specify the cause of failure for the equipment.

   Action Code - Specify the action taken to resolve the problem.

   Project - Budget - Specify the project and the project budget to associate with the work order.

   You cannot select a frozen project/budget.

   Safety - Select if this work requires special safety precautions.

   Parent Work Order - Specify the code identifying the parent work order for the work order.

   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 system automatically populates the following fields:

   The system populates Last Meter Reading 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.

   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 automatically unselected.

   Dependent - Select to keep the work order open until all child work orders are completed.

6. Specify this Requestor Details information:

   Reported By - Specify the employee requesting the work.

   Phone E-mail - Specify the phone number and e-mail address of the employee requesting the work.

   Req. Start Date / Req. End Date - Specify the requested starting and ending dates for the work order.

   Shift - Specify the shift during which the work is requested to be performed.

7. 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 - Specify the task 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 / Activity End Date - Specify the starting and ending dates for the activity associated with 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.

   People Required - Specify the number of people required to perform the activity.

8. Specify this Incident Tracking information:

   Patient/Visitor Injury - Select if the work order involved a patient or visitor injury.

   Staff Injury/Illness - Select if the work order involved a staff injury or illness.

   Security Incident - Select if the work order involved a security incident.

   Property Damage - Select if the work order involved damage to property.

   Hazardous Materials Incident - Select if the work order involved a hazardous materials incident.

   Fire Safety Incident - Select if the work order involved an incident regarding fire safety.

   Medical Equipment Incident - Select if the work order involved an incident with medical equipment.

   Utility System Incident - Select if the work order involved an incident with a utility system.

9. Specify this Compliance Details information:

   Above Ceiling Permit - Select if the work to be performed requires an above ceiling permit.

   Interim Life Safety - Select if the work to be performed requires interim life safety procedures and techniques be put in place.

   Interim Infection Control - Select if the work to be performed requires interim infection control procedures be put in place.

   Preconstruction Risk Assessment (PCRA) - Select if the work to be performed relates to a pre-construction risk assessment plan.

   Plan for Improvement (PFI) - Select if the work to be performed relates to a plan for improvement.

   Statement of Conditions - Select if the equipment on which the work to be performed relates to the Statement of Conditions as required by The Joint Commission.

   Building Maintenance Program (BMP) - Select if the work to be performed is on a piece of equipment inventoried in the building maintenance program.

   Personal Protective Equipment (PPE) - Select if the work to be performed requires personal protective equipment.

   Lockout/Tagout - Select if the work to be performed is on a piece of equipment which must comply with OSHA regulations on lockout/tagout.

   Hot Work/Burn Permit - Select if the work to be performed requires a hot work/burn permit.

   Confined Space - Select if the work to be performed is on a piece of equipment located in an area defined as a confined space as per OSHA regulations.

   Patient Safety - Select if the work to be performed interferes with patient safety and requires patient safety measures.

   Recall Notice - Select if the work to be performed requires a recall notice or is on a piece of equipment with a recall notice.

   SMDA - Select if the work to be performed is on a piece of equipment covered by the Safe Medical Devices Act of 1990.

   HIPAA Confidentiality - Select if the work to be performed is on a piece of equipment containing confidential patient health information.

10. Click Save Record.

    

    • 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. Specify the New Standard WO, and then provide a description for the new standard work order. Specify the Organization, and then click Submit.

    • To view the progress of a work order, right-click on the form, and then choose Event Log.

    • To create a warranty claim for the work order, right-click, and then select Create Warranty Claim.