Creating, updating, and completing work orders

To create, update, and complete work orders:

1. Select Work > WO Quick Entry form.
2. Specify this information:

   Organization

   Enter the organization.

3. Choose one of the following options:

   • Create a new work order

     Specify for the work order description, a description of the work to be done.

   • Update or complete an existing work order

     Specify for Work Order, the work order number for which to update or complete.

4. Specify this information:

   Equipment

   Specify the equipment on which the work will be performed.

   Status

   Specify the status of the work order.

   Type

   Specify the work order type.

   Location

   Specify the location of the work to be completed.

   Class

   Specify the class of the work order.

   Problem Code

   Specify the code to identify the type of problem.

   Shift

   Specify the shift during which the work is requested to be performed.

   Project-Budget

   Specify the project and the project budget to associate with the work order.

   Department

   Specify the department.

   Safety

   Select if this work requires special safety precautions.

   Warranty

   Select if the equipment is under manufacturer warranty.

   Print

   Select to print the work order when work orders are batch printed.

   Standard WO

   Specify the standard work order if it has been stored in the system library. The standard work order activities are copied to the current work order. If the standard work order is a template, child work orders are created as defined on the standard work order.

   Priority

   Specify the priority of the work order.

   Cost Code

   Specify the cost code of the work order.

   Failure Code

   Specify the cause of failure for the equipment.

   Action Code

   Specify the action taken to resolve the problem.

   Cause Code

   Specify the cause code identifying the cause of the problem.

   Downtime Cost

   Specify the cost that resulted from the equipment being out of operation due to failure.

   Downtime Hours

   Specify the number of hours that the equipment was out of operation due to failure.

   Last Meter Reading is populated with the value of the last meter reading and the unit of measure of the reading in the adjacent field.

   Trigger Event is populated which indicates the MS Project planning session is associated with the equipment on the work order.

   Reported By

   Specify the employee requesting the work.

   Date Reported

   Specify the date and time that the problem was reported.

   Note: If the BOOKDATE installation parameter is set to ON, you are not allowed to book hours for labor for a date that is earlier than the Date Reported. If BOOKDATE is set to OFF, you can book hours without any date restrictions related to the Date Reported.

   Assigned By

   Specify the supervisor who assigned the work order.

   Assigned To

   Specify the person responsible for the work order.

   Sched. Start Date

   Specify the starting date for the work order.

   Sched. End Date

   Specify the date the work is scheduled to be complete.

   Req. Start Date

   Specify the requested starting date for the work order.

   Req. End Date

   Specify the requested ending date for the work order.

   Start Date

   Specify the actual date on which the work order is started.

   Date Completed

   Specify the actual date on which the work order is completed.

   Target Value

   Specify the estimated maximum cost for the work order.

   Service Request

   If populated, the value displayed for Service Request is a hyperlink to the service request associated with the work order. Click the number to view the associated service request.

5. Click Save Record.
   Note: Click Add/Edit Activity Comments to add or edit work order comments.

   Click Save and Create Another Work Order to save the work order and create a new work order.

   Click Clear to clear the Work Order Header section.

   Click Create Work Order to create a new work order.

   You may also click Create Activity to add an activity.