Associating standard work orders, equipment, and projects with shutdown codes

Associate standard work orders, specific equipment, and project budgets with the shutdown identification codes. For example, create a shutdown identification code for each station, and then associate each piece of equipment in the station with that identification code.

Note: You cannot associate standard work order templates with shutdown codes.

To associate standard work orders, equipment, and projects with shutdown codes:

  1. Select Work > Projects > Shutdowns.
  2. Select the shutdown code with which to associate a standard work order and equipment, and then click the Equipment tab.
  3. Click Add Equipment.
  4. Specify this information:
    Equipment
    Specify the equipment to associate with the shutdown code. The system automatically populates Equipment Org.and Equipment Type.
    Standard WO
    Specify the standard work order describing the work to be performed when the shutdown occurs.
    Project Budget
    Specify the budget code to be referenced on the shutdown work order.
  5. Click Submit.
Parent topic: Defining initial project information