Managing tools for work orders

Add, delete, modify, or view lists of tools associated to work order activities and jobs. Using the tool records, create planned tools for work orders, scheduled tools for work orders, or both.

Manually add tools to work order activities that do not have an associated task plan, or to work order activities for which the task plan is not enabled for enhanced planning.

View tools associated to the work order task plan if the task plan is enabled for enhanced planning.

To manage tools for regular work orders:

Select Work > Work Orders.
Select the work order for which to manage tools, and then click the Plan Tools tab.
Select the Activity for which to manage tools.

Note: If Job is set to Show All Records, Job is automatically populated, protected, and set to Show All Records.
Select the Job of the activity for which to manage tools.
Click Add Tool.
Specify this information:

Activity

Select the activity for which to manage tools. Job is automatically populated.

Tool

Enter the tool to add to the work order. The tool description and Tool Org. are automatically populated.

Hours Requested

Enter the number of hours estimated to use the tool to complete the activity.

Qty. Required

Enter the tool quantity estimated to complete the activity. Total Hours Required and Activity Duration are automatically populated.
Click Submit.