Work Orders

Default WO Cat *

Enables users to set up a default category for the asset. When a work order is created for the asset, the default category and related asset information are imported into the new work order record. Multiple categories are available in the pick list.

No WO/PM/REQ *

When this checkbox is marked for an asset users cannot create Work Orders, PMs, and Requests for that asset., 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.

Maintenance Zone

Allows you to group your assets based on a location. This is carried over to the work order and can be used there to automatically assign the supervisor.

This field is most easily populated from GIS.

Setup information

Alternate Zone

Allows you to group your assets based on another location grouping. This is carried over to the work order

This field is most easily populated from GIS.

Setup information

Open Record

Click this button to open a form view of the record.

More information on using Forms.

Open in another View

Select one or more records in the grid and click this button to open those records in another view. This shifts the program to look at the related module. Doing this allows users to see further relationships.