WO/PM Tab

This tab contains three grids allowing users to view and edit work orders, PM/Templates, and requests associated with this asset.

• To create a new work order, click on the module toolbar. The Work Order module will open.
• To create a new PM or Template, click on the module toolbar. The PM/Work Template module will open.
• To create a new request, click on the module toolbar. The Request Module will open.
• To view or edit a work order, PM, or request, right-click on the listing and select View Record.

  Note: Work orders or PMs cannot be edited or added through these grids.

Most WO/PM/Request tabs throughout the system contain two important fields:

• Default WO Category field - This field allows users to set up a default category for the asset. Then, when a work order is created, the default category and related asset information will be imported into the new work order record. Multiple categories are available in the pick list. To view the categories, press F9 or click on the Default WO Cat button.
• No WO/PM/Req - When this checkbox is marked, the Create WO, Create PM and Create Request buttons are disabled, and users cannot create such items for the current asset inventory record. The asset also no longer appears in the selection dialog boxes for the WO/PM/Request modules. This function may be used for assets that are in the system, but have been abandoned or are no longer used.

  Note: The Default WO Cat field appears in all inventory modules; however, its placement may vary. If this field does not appear on the WOs tab, check the other tabs in the module.