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.
-
Select one of these options:
- Equipment > Assets
- Equipment > Positions
- Equipment > Systems
- Equipment > Locations
- Select the equipment for which to create a work order, and then click the Structure tab.
- Select the equipment record for which to create a work order, and then click Create WO.
-
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.
-
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 .
-
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.
- Click Submit.
Parent topic: Creating equipment hierarchies