The Work Order (WO) is the entity that
represents the maintenance job to be performed and which asset, location or
route it refers to.
To create a new Work Order, select the option "Work |
The list of work orders will be displayed;
Press the "Create" button.
When creating and editing the work order,
you must consider:
You need to select the asset type and fill in the corresponding
asset (equipment, tool, location or route).
Only routes with at least one asset will be available.
The SLA start date is automatically filled in when the work
order is first transitioned to a state defined as "SLA Start".
The SLA end date is automatically filled in when the work order
is transitioned to a state defined as "SLA End". If the WO
transitions more than once by the state defined as "sla end",
the date is the last time it transitioned to the state with that
The employee can only select routes in which he can access all
route assets, the access to the assets is defined at the access level.
It is not possible to add 2 duplicated maintenance plans to a work
If the asset selected when creating the work order has the
fields supplier and/or customer filled in, the value of those fields will
be automatically inherited in the work order. If you wish otherwise, you
can always change the fields and select other values.
When editing the work order, you must
If the work order is on the "Locked for changes"
state, you cannot change any attribute, except the state and the
observations if in the state configuration, the option "Allow to
change observations" is inactive. If it is active, the field
observations can be changed.
The state change is
performed in the work order view interface and not on the work order editing
automatically close a work order, if it is in a state previous to the final
state for over X days, it is necessary to access the option "Settings |
Work | Background Services", activate the option "Enable
Closing Work Orders" and define the number of days in "Close
Work Orders After (days)".
Frequently, a maintenance technician is performing a work order and detects another problem, so he needs to solve it and log the work done. To log the work done, there are 3 options: Creating a new work order Adding additional tasks to the work order ...
Work order types allow you to classify the work orders and to apply specific behaviors after being configured. To create a new work order type, select the Definitions | Work | Work Order Types option: The list of work order types is presented; Press ...
The state flow for work orders can be changed to be in line with the organization's working method. To create or change the new state configurations, you must access Definitions | Work | Workflow The state list is presented; To create new states, ...
It is possible to create and manage requisitions through a work order. The work order must be in a state that allows creation requisitions. To create a requisition from a work order you must: Access the work order list Select the work order for which ...
When a work order is on a state that allows to assign technicians, it is possible to assign technicians to the work order. To assign technicians, you must access the work order (WO) file you with to perform the assignment to "Work | Work orders", ...