Create Work Order from Map

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

How To

Create a Work Order

1. Highlight assets, or User Point Graphics, in the Data Table

   Note: User Point Graphics are created using the Create Work Point tool.

2. Click the button.
3. If the highlighted asset does not have a Default Work Category, the following popup will appear allowing users to select a category:

   

   • When assets are selected only categories that are associated to the highlighted asset will appear.
   • When User Point Graphics are used the category list will include all categories.
4. Select a category and click OK. This is required. The work order will be created with the highlighted assets attached and the following popup will appear:

   

5. Clicking Attach Document will open up a browse window to let the user select a document to attach to the work order.
6. Choose one of the Edit or View options and click OK.
7. Lucity Web or Desktop will open up the work order module and go to the new record.

   Note: After the work order is created the work order number is automatically entered into the Attach to Work Order tool. This allows users to create a work order, and the quickly highlight other assets, even on other tabs, and attach them to that same work order.