Generating work orders for campaigns

Generate regular, multi-equipment, or survey type, campaign work orders from selected equipment and campaign events on the Equipment page of the Campaigns form. See the steps below to generate regular, multi-equipment, or survey type, campaign work orders.

To generate work orders or multiple equipment work orders for campaigns:

  1. Select Work > Projects > Campaigns.
  2. Select a campaign for which to generate a work order, and then click the Equipment tab.
  3. Select the equipment for which to generate a campaign work order, and then click Generate Survey WO.
  4. Specify this information:
    Campaign Event
    Specify the campaign event for which to generate a work order. The system automatically populates the campaign event description.
    Create Multiple Equipment WO
    Select to generate multiple equipment work orders for the selected campaign event.
    Include Campaign Comments
    Select to include comments on the work order generated for the campaign.
    Include Campaign Documents
    Select to include documents on the work order generated for the campaign.
    Equipment
    Specify the equipment for which to perform work. The system automatically populates the equipment description and Equip. Org.
    Status
    Select the status of the work order generated for the campaign.
    Sched. Start Date
    Specify a scheduled start date for the work to be performed.
    Sched. End Date
    Specify a scheduled end date for the work to be performed.
  5. Click Submit.
Parent topic: Managing equipment for campaigns

Generating survey work orders for campaigns

To generate survey work orders for campaigns:

  1. Open the Campaigns form.
  2. Select a campaign for which to generate a work order, and then click the Equipment tab.
  3. Select the equipment for which to generate a campaign work order, and then click Generate Survey WO.
  4. Specify this information:
    Campaign Event
    Specify the campaign event for which to generate a survey work order. The system automatically populates the campaign event description and selects Survey.
    Create Multiple Equipment WO
    Select to generate multiple equipment work orders for the selected campaign event.
    Include Campaign Comments
    Select to include comments on the survey work order generated for the campaign.
    Include Campaign Documents
    Select to include documents on the survey work order generated for the campaign.
    Equipment
    Specify the equipment for which to perform survey work. The system automatically populates the equipment description and Equip. Org.
    Status
    Select the status of the work order generated for the campaign.
    Sched. Start Date
    Specify a scheduled start date for the survey work to be performed.
    Sched. End Date
    Specify a scheduled end date for the survey work to be performed.
  5. Click Submit.