Creating Infor EAM work orders (ESRI)

Locate a feature within the GIS system, and then create an Infor EAM work order. Associate activities, comments, custom field values, and linear reference information to the work orders if necessary.

You can only create an Infor EAM work order for a GIS feature that has a corresponding Infor EAM equipment record. In addition, the equipment record cannot have a status of Withdrawn, In Transit, or Awaiting Purchase or be out of service.

To create an Infor EAM work order within GIS, you must have permission to create work orders within Infor EAM. Contact your system administrator for additional information.

To create Infor EAM work orders within GIS:

  1. Within ESRI, select a feature, and then click Create Work Order.

    Equipment, WO Organization, Department, Location, Cost Code, Criticality, Safety, Assigned To, and Assigned By are automatically populated based on the corresponding equipment record of the selected feature.

  2. Specify this information:
    WO Description
    Enter a description of the work needed.
    WO Organization
    Enter the organization to which the work order belongs.
    Status
    Select the status of the work order.
    Type
    Select the work order type.
    Priority
    Select the priority level of the work order.
    Problem Code
    Enter the problem code.
    Class
    Enter the class of the work order.
    Department
    Enter the department responsible for completing the work order.
    Location
    Enter the location of the work to be completed.
    Cost Code
    Enter the cost code of the work order.
    Criticality
    Select a criticality code to indicate the relative importance of the asset to the overall production of goods or services for your organization.
    Standard WO
    Enter the standard work order if applicable.
    Safety
    Select to observe safety precautions when working with this asset.
    Sched. Start Date
    Sched. End Date
    Select the starting and ending dates for the work order.
    Date Reported
    Enter the date and time that the problem was reported.
    Assigned To
    Enter the username of the person responsible for the work order.
    Assigned By
    Enter the supervisor who assigned the work order.
  3. Enter activities, comments, custom fields, and linear reference information.
  4. Click Submit. The work order and any information entered on the Activities, Comments, Custom Fields, and/or Linear References pages is saved.
Parent topic: Performing Infor EAM functionality (ESRI)