Creating a work order

To create a work order, select the activity to be performed and specify the asset to be worked on. You can also specify the location where the work will take place and any initial information, such as the scheduled start date.

  1. Select Work Management > Work Order > Create Work Order.
  2. Browse or search for the activity to be performed.
  3. If copying information from a standard work order, specify the name in the Standard Work Order field.
    Some standard work orders are only available for selected activity codes. If an activity has a default standard work order assigned to it, the default will be filled in when you select the activity code.
  4. Click Next.
  5. Select the Tasks to be performed in this work order, and click Next.
    Task check boxes are displayed if the activity was associated with separate tasks during setup.
  6. Specify the asset on which the activity will be performed.
    Select the asset type from the Asset list and then specify the asset's identification code in the ID field or fields that are displayed. If the selected activity only supports a single asset type, that asset type is displayed in the list by default.
  7. In the Planned Qty field, specify the amount of work planned to be performed for the work order.
    The planned quantity is the amount of work expected to be done, such as the length of a water main to be installed. The planned quantity's unit of measure is based on the unit of measure for the activity's average daily production.
  8. Under Address Information and Location Information, specify the location of the work order.
    You can specify an address, intersection, or range of addresses, and provide additional information in the Location field, such as directions to the location.
  9. Under Initial Information, specify any other information for the work order.
    Specify dates, such as the date the work is scheduled to start and the due date for the work order. You can assign the work order by specifying an employee ID in the Assigned To field and associate it with a group project or a service request. If the asset will be out of service while the work is being done, or if it is expected that customers might contact the agency about the work, select Out of Service or Potential Service Request. These selections are informational only.
  10. Click Next.
  11. Under Progress Information, specify information about how the work order has progressed.
  12. In the Performance Indicators grid, record performance readings for the asset.
    This grid is only displayed if one or more performance indicators have been assigned to the asset.
  13. If the asset has experienced a failure, specify the type of failure under Failures.
    Select Major Failure under Progress Information when a major failure has occurred, but this is informational only. More failure information can be specified in the Failures grid.
  14. Click Next to view any status checks and approval information for the work order.
  15. Click Save to create the work order.
    A summary of the work order and a success message are displayed. Click the Work Order # link to view and edit the work order in the Work Order InfoViewer. Click the Link button to link the work order to other work orders. Three links are displayed that you can use to create another work order with the same information as the work order you just created, with the same or a new activity code.