WO/PM/Requests

The WO/PM/Requests tab contains three grids that enable users to view and edit Work Orders, PM/Templates, and Requests associated with an asset. Currently, only Scheduled PMs are displayed in the PM grid, not Grouped PMs.

To create a new Work Order, click on the module toolbar to open the Work Order module.
To create a new PM Template, click on the module toolbar to open the PM/Work Template module.
To create a new Request, click on the module toolbar to open the Request module.
To view or edit a Work Order, PM, or Request, right-click on the item and select View Record.
Note: Users cannot edit or add Work Orders, PMs, or Requests from these grids.

In addition, many WO/PM/Requests tabs throughout the system contain two important fields:

Field	Function
Default WO Category	Used to establish a default Category for the asset. Click the caption button or press F9 for a list of work order categories. Then, when a work order is created, the default Category and related asset information are imported into the new Work Order record.
No WO/PM/Req	When marked, prevents users from creating Requests, Work Orders, or PMs for the current Asset Inventory record by disabling the Create Request, Create WO, and Create PM buttons. In addition, the Asset is no longer displayed in the selection dialog boxes for the WO/PM/Request modules. This functionality may be useful for Assets that are in the system, but have been abandoned or are no longer used.

Note: While the Default WO Cat field appears in all Inventory modules, its placement varies. If this field does not appear on the Work Orders tab, check the other tabs in the module.