Creating multiple equipment work orders (Infor EAM)

Create a work order with multiple pieces of equipment displayed in the equipment grid via the Work Orders form.

To create multiple equipment work orders:

  1. Perform a GIS Map Search.
  2. Select the equipment records for which to create a work order.
  3. Use the Actions menu to select Create WO, and then click Submit.
  4. Enter the information necessary to create the work order.
    Note: The first piece of equipment selected displays on the Record View of the Work Orders form; all equipment displays on the Equipment page of the Work Orders form.

    Department Security is enforced on this form. User must have more than read-only access for the department.

    This functionality is not affected by ROUTEEOB installation parameter.

    Additional equipment may be added to the work order once the popup is open; however, the attached map will not reflect the equipment change.

  5. Click Submit.
  6. Click Yes to associate the map with the work order. The system creates a PDF file of the currently displayed map and attaches the PDF to the work order as a linked document.
  7. Enter additional information on each page of the Work Orders form as necessary, and then click Close.
Parent topic: Performing a GIS map search (Infor EAM)