Defining regular work order activities

After creating work order headers, define the specific work order activities to perform.

Define the trades necessary to perform the work, the specific steps involved, the materials required, and the work duration. Create a labor requisition as necessary. After task completion, indicate that an activity is completed.

If you previously specified a standard work order, the system automatically displays the activities of the standard work order. Modify the information as necessary.

Select Work > Work Orders.
Select the work order for which to define activities, and then click the Activities tab.
Click Add Activity.
The system automatically populates Activity with the next available activity number, populates Start Date and End Date with the scheduled start date of the work order, and populates People Required with a default value of "1."
Specify this information:
Activity

Modify the activity number as necessary.

Trade

Specify the trade required to perform the activity.

Estimated Hours

Specify the estimated number of hours required to complete the activity. The system automatically populates Hours Remaining 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.

Optionally, specify this information:

Reason For Repair

Specify the reason the equipment needs repair.

Work Accomplished

Specify the work performed on the equipment.

Technician Part Failure

Specify the reason the technician or supplier thinks the equipment failed.

Manufacturer

Specify the Manufacturer/Supplier Code to associate with the equipment.

System Level

Specify the EMRS code identifying the system, e.g., brakes, frame, suspension, needing repair.

Assembly Level

Specify the EMRS code identifying the subsystem needing repair. The values available are based on the selected system-level code.

Component Level

Specify the EMRS code identifying the specific component or part needing repair. The values available are based on the system-level code and assembly-level code.

Warranty

Select if the equipment is under manufacturer warranty. The system automatically selects Warranty if there is a warranty associated with the work order header or if there is an active warranty for the code key combination for the work order equipment.

Completed

Select if the activity is completed.

Start Date

End Date

Modify the starting date and ending date for the activity as necessary.

Task Plan

Specify the task plan code for the activity. The system updates the value for People Required to correspond with the Task Plan as necessary.

Material List

Specify the code identifying the material list that contains the parts needed for the activity.

Percent Complete

Specify the percentage of work that has been completed for the activity.

People Required

Modify the number of people required to perform the activity as necessary.

Task Plan Qty.

Specify the required number of units of the task plan to associate with the activity, and then select the unit of measure for the Task Plan Qty. in the adjacent field. For example, a work order activity to pave 100 miles of highway today will indicate a Task Plan Qty. of "100" and a unit of measure of "Miles", whereas the same task plan on another day will indicate only 80 miles due to the steep inclines of the stretch of highway being paved on that day.

Hired Labor

Select to indicate that the activity will be completed by an external source.
Note: If the work order is a multiple equipment work order and you select Hired Labor, the system enables Equipment and it is a required field.

Labor Type

Select the type of labor needed if you selected Hired Labor.
Note: Activity lines only appear on the Create Labor Requisition popup if you have established one or more activities to be hired from an external source by selecting Hired Labor and by selecting a valid Labor Type on the Activities tab.

Supplier

Specify the supplier for the activity.
Equipment
Choose one of the following options if the work order is a multiple equipment work order:
- Enter a specific equipment to which to distribute the hired labor.
- Enter All Equipment to evenly distribute the hired labor to each equipment record on the work order.
- Enter WO Header Equipment to distribute the hired labor to the equipment on the work order header equipment.
Activity Comments

Enter comments or instructions for the activity.
Click Submit. Total People Required, Total Estimated Hours, and Total Hours Remaining are automatically populated.
Note: If the work order is a multiple equipment work order, the system creates the activity for each Related Work Order.
Note: Choose any of the following Actions.
- To add and edit comments, click Add/Edit Comments.
- To view comments entered for an activity, select the activity for which to view comments, and then click View PM Activity Comments.
- To create a labor requisition, click Create Labor Requisitions.
- To add deferred activities for equipment, the work order must have equipment with deferred maintenance activities. Click Add Deferred Activities.
- To reallocate direct materials, select the activity for which to reallocate direct materials, and then click Reallocate Direct Materials.
- To create a warranty claim for the work order activity, select the activity for which to create the warranty claim, and then click Create Warranty Claim.
- To view task plan instructions, select the activity for which to view task plan instructions, and then click View Task Plan Instructions.
- To add a part line or multiple part lines to a work order by accessing technical documents and drawings stored in Documoto, click Add Documoto Details.
  See Adding Documoto details to work order activities and jobs.