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:
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Select Work > Projects > Campaigns.
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Select a campaign for which to generate a work order, and then click the Equipment tab.
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Select the equipment for which to generate a campaign work order, and then click Generate Survey WO.
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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.
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Click Submit.