Creating work orders for equipment

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

  1. Select one of these options:
    • Equipment > Assets
    • Equipment > Positions
    • Equipment > Systems
    • Equipment > Locations
  2. Select the equipment for which to create a work order, and then click the Structure tab.
  3. Select the equipment record for which to create a work order, and then click Create WO.
  4. Specify this information:
    WO Description
    Specify the description of the work order.
    Note: If you leave this field blank and select a Problem Code, Problem Code is populated 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:
    Option Description
    Breakdown Select to create a work order in response to an equipment breakdown or failure.
    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:
    Option Description
    Released Select to create a work order for release.
    Work Request Select to create a work order request.
    Priority
    Specify the priority of the work order.
    Assigned By
    Specify the person who is assigning the work order.
    Problem Code
    Specify the code of the problem that required work.
    Class
    Specify the class of the work.
    Department
    Specify the department of the work.
    Location
    Specify the location of the work.
    Cost Code
    Specify the cost code of the work order.
    Sched. Start Date
    Sched. End Date
    Specify the starting and ending dates for the work order.
    Assigned To
    Specify the person responsible for the work order.
    Standard WO
    Specify the standard work order.
  5. Specify this Linear Reference information:
    Note: The Linear Reference Details section is available only if the equipment record for which you are creating 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 .
  6. Optionally, specify this work order activity information:
    Trade
    Specify the trade of the activity.
    Task Plan
    Specify the task plan list of the activity.
    Material List
    Specify the material list for this activity.
    Activity Start Date
    Activity End Date
    Specify the start and end date for the activity.
    Estimated Hours
    Specify the number of hours estimated to complete the activity.
    People Required
    Specify the number of people needed to complete the activity.
  7. Click Submit.