SG-2201 Work Orders | Documents - document not copied from Task Plan when WO is released through MP or PM - HxGN EAM - Version 12.0 - Hexagon

HxGN EAM Resolved Issues for 2022

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HxGN EAM Version
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SG-2201 Work Orders | Documents - document not copied from Task Plan when WO is released through MP or PM

 Description 

Cloud customer expects document attached to Task Plan to show under Documents tab of a WO released as part of a Maintenance Pattern or a PM Schedule with that Task Plan, when Copy to Work Order is selected. The WO is generated as type=Preventive maintenance with an Activity record for that Task Plan however *document is missing*. On the contrary, if the WO is manually created from Work Orders screen and an Activity added for that Task Plan, system automatically adds the document coming from the Task Plan to Work Orders | Documents tab, as expected.

Can be reproduced in Support environment on Cloud, version 11.7.1 Build 1.

*Path A)* Via PM Schedule with Activity - Task Plan.

Steps to Reproduce:

# From Positions screen: create new Positions equipment with Meter Unit in miles. From Meters tab, add record for Standalone meter in UOM miles.

# From Task Plans screen: create new Task Plan, go to Documents tab and Create/Upload Document > File Name: Browse a pdf from local. Save with Copy to Work Order option selected.

# From PM Schedule screen: create new PM Schedule with type fixed and WO type PM. On Activities tab - add Task Plan from step2. On Equipment tab - add Position from step1, with eter Interval 600 miles, Meter Due 15000 miles.

# From Positions screen: select position from step1, Meters tab: select entry for miles > Actions > Enter Meter Reading: Entry Type = Difference, make sure the value is large enough to trigger the release of a WO.

Popup message "The following work orders have been released for this equipment: X."

# From Work Orders screen: select WO released as part of step4, go to Activities tab, check there is an entry for Task Plan from step2. Go to Documents tab:

*Expected results:*task plan document from step2 was carried over.

*Actual results*: no documents.

*Path B)* Via Maintenance Pattern associated to Standard WO with Activity - Task Plan.

Steps to Reproduce:

# From Positions screen: create new Positions equipment with Meter Unit in miles. From Meters tab, add record for Standalone meter in UOM miles.

# From Task Plans screen: create new Task Plan, go to Documents tab and Create/Upload Document > File Name: Browse a pdf from local. Save with Copy to Work Order option selected.

# From Standard WO screen: create new Standard WO with type MP and WO type PM. On Activities tab - add Task Plan from step2.

# From Maintenance Patterns screen: create new Maintenance Pattern, type Release, Meter #1 UOM in miles, Release use Actual Values.

On Sequence tab: add WO Description, select Standard WO from step3, Calculate from Basis = Actual Close Date, Meter #1 Interval = 15000 miles.

On Equipment tab: add Position from step1 and Actions > Activate MP. Meter #1 Due 15000 miles and select position from step1. Submit.

# From Positions screen: select position from step1, Meters tab: select entry for miles > Actions > Enter Meter Reading: Entry Type = Difference, make sure the value is large enough to trigger the release of a WO.

Popup message "The following work orders have been released for this equipment: X."

# From Work Orders screen: select WO released as part of step4, go to Activities tab, check there is an entry for Task Plan from step2. Go to Documents tab:

*Expected results:*task plan document from step2 was carried over.

*Actual results*: no documents.

Nevertheless, if creating a WO from Work Orders screen, adding the task plan from step2 to Activities tab, the task plan document is retrieved on Documents tab.