You can create a work order and a work order activity for any piece of equipment or location in the hierarchy.
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Select one of these options:
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Equipment > Assets
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Equipment > Positions
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Equipment > Systems
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Equipment > Locations
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Select the equipment for which to create a work order, and then click the Structure tab.
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Select the equipment record for which to create a work order, and then click Create WO.
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Specify this information:
WO Description - Specify the description of the work order.
If you leave this field blank and select a Problem Code, Problem Code is populated as the Work Order Description.
WO Organization - Specify the organization to which the equipment or location belongs.
Type - Select one of the options for the type of work order:
Option
Description
Breadown
Select to create a work order in response to an equipment breakdown or failure.
Preventative maintenance
Select to create a preventive maintenance work order.
Project
Select to create a work order as part of a project.
Work
Select to create a general work order.
Status - Select one of the options for the status of the work order:
Option
Description
Released
Select to create a work order for release.
Work Request
Select to create a work order request.
Priority - Specify the priority of the work order.
Assigned By - Specify the person who is assigning the work order.
Problem Code - Specify the code of the problem that required work.
Class - Specify the class of the work.
Department - Specify the department of the work.
Location - Specify the location of the work.
Cost Code - Specify the cost code of the work order.
Sched. Start Date and Sched. End Date - Specify the starting and ending dates for the work order.
Assigned To - Specify the person responsible for the work order.
Standard WO - Specify the standard work order.
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Specify this Linear Reference information:
The Linear Reference Details section is available only if the equipment record for which you are creating the work order is a linear equipment record.
From Point - Specify the starting point or from point on the linear equipment record from which to perform the work order.
Ref. Description - Specify a description for the From Point.
Geographical Ref. - Specify a geographical reference for the From Point.
To Point - Specify the ending point or to point on the linear equipment record to which to perform the work order.
Ref. Description - Specify a description for the To Point.
Geographical Ref. - Specify the geographical reference to the To Point .
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Optionally, specify this work order activity information:
Trade - Specify the trade of the activity.
Task Plan - Specify the task plan list of the activity.
Material List - Specify the material list for this activity.
Activity Start Date and Activity End Date - Specify the start and end date for the activity.
Estimated Hours - Specify the number of hours estimated to complete the activity.
People Required - Specify the number of people needed to complete the activity.
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Click Submit.