Create Work Order from Map

The Create Work Order tool allows users to create a Work Order based on one or more features from the map.

How To Create a Work Order

  1. Select one or more features in the Webmap or from the Data Table.
  2. Select hard hat create work order icon (located both in the Selection toolbar and in the Data Table). The following pop-up appears:

    Note:  The Where options appear only if more than one record is selected.

  3. In the Create Work Order(s) for... field,Selected Records is selected by default. This is the only option available when working in the Webmap.
  4. In the Where field (if applicable), select whether to create one Work Order with all of the records attached ORseparate Work Orders for each record.
  5. In the Category Code field, enter the Work Category to be used on the Work Order. The system automatically completes this field if there is a Default Work Category.
  6. The Select Template field provides a list of Templates from the PM/Templates module with a Category that matches the Work Order asset. If you would like to use a Template, select one from the list.
  7. Click OK. If there are open Work Orders in the system for any of the selected assets, the system asks whether the user wants to create another Work Order:

    Note:  This prompt appears only if the Notify user when Asset is already attached to an open Work OrderWork Option is enabled.

  8. Click Yes to continue. The system opens the Work Order in a view. If the Show user a pop-up of choices to open Work Orders with system setting is enabled, the following pop-up appears. It allows users to select the Lucity view in which to open the Work Order:

  9. Select a View from the list and click OK. The view opens and displays the new Work Order. If no view exists, the system creates the Work Order and a notation appears above the grid indicating that the operation succeeded.