Managing work involves creating, planning, and scheduling work orders. The work management life cycle begins when a person, department, or company identifies a work order that the maintenance department must complete. Before using the work management module, define initial work information such as supervisors, permits, qualifications, trades, employees, shifts, tasks, tools, material lists, and EMRS codes. You may create standard work orders, and then apply the information from standard work orders to regular work orders. Next, create regular work orders to repair broken equipment, modify equipment to meet safety and environmental standards, perform work orders during a normal workday, and record information concerning equipment problems. Enter header information on the Work Order Record View page, and then add activities to the work order, schedule labor, associate qualifications with work order activities, book labor and vendor hours, associate parts, enter meter readings, create child work orders, add permits, and request tools as necessary. You may also view the status of work orders and view work order information such as work order cost and service request details. Finally, close the work order after the work is complete.
Create preventive maintenance (PM) work orders to generate periodic work orders for specified frequencies or meter readings. PM work orders apply to single pieces of equipment or systems that include several pieces of equipment.
On the Work Order Scheduling form, you may view the current work order schedule, calculate labor availability, and view labor utilization. Schedule unscheduled or backlogged work orders. Reschedule work orders as necessary. Additionally, you can view work order comments, change the work order status, and freeze or unfreeze activity schedules. You may balance the workload on the WO Load Balancing form.