Create Work Orders For Breakdowns/ Maintenance Work Requests

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Navigation:  Screen Reference > Main > Work Orders >

Create Work Orders For Breakdowns/ Maintenance Work Requests

With the Work Order list displayed, click Add New
OR
In the Home page, click New (next to work orders)
OR
Set a work request's status to "Assigned" and click Create to create a new work order from the request

Follow the instructions in the wizard that comes up to create work orders for unplanned/ breakdown maintenance. In the Create Unplanned/ Alarm Work Orders page that comes up, if you select one of the tasks you defined earlier, then some of the information is filled in for you.

The resulting work orders will also appear in the Planning Report - useful if you want to schedule non-emergency maintenance requests for the next period.

You can restrict this screen to specific groups of users.

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Instructions

Complete the form (see Listing, below) then click one of the buttons:

•Create/ Save: Finalize the work order, saving your changes.

•Quit: Close the window and return to the previous page.

Listing

•Work Order Details: Indicate whether this work order is unplanned or based on an alarm. (Daily/ Weekly/ Monthly/ Yearly/ Meter/ types are automatically scheduled by the system.)

TIP: It speeds up data entry if you've already created several "Unplanned" tasks for common breakdowns/ requests.

•Only Show Tasks For: Limit the list of possible tasks by specific equipment/ location.

•Task: Base the Work Order on this task.

•Reason: Reason for the work order.

•Work Order Date: The work order is for this date (today or in the future).

•Work Order Comments: Any additional text or special instructions.

Tip: If you need to remove an unplanned/ alarm work order that have already been submitted, delete the work order (Creating And Updating Work Orders). Also remove the alarm on the equipment if the work order’s task is scheduled based on an equipment alarm.  Alternatively you can just set the work order's status to "Canceled". This will ensure that such work orders do not get scheduled in the Planning report.