How to Create a WO Template

The PM/Work Template module allows you to create work order templates. These templates allow you to generate work orders quickly as most of the data is pre-entered. You do not have to enter all of the data at the time you create the template. You can always edit, add, or delete information prior to generating the work order. Below is a list of basic steps to guide you through the work order template setup process.  

Note: When creating a work order template, the fields in the Scheduling WOs tab will be disabled.

To setup a work order template, complete the following steps:

1. Open the PM/Work Template module and select Work > PM/Work Template. The following window will appear:

   

2. Click on the module toolbar to enter Add Mode.
3. Enter a unique, alphanumeric code and description in the PM/Template field. This is a required field. See the example below.

   

4. Select a category, main task, and problem in the corresponding fields. The category you choose will determine the list of available tasks, crews, problems, etc.
5. Under the WO tab, enter the cause, assign a crew, etc. The Asset and Location fields are read-only fields that are auto-populated.  These fields you to see at a glance the first asset and location listed in the corresponding grids.

   DO NOT check the Scheduled PM checkbox. This box is what differentiates a PM from a work order template.

   Note: When creating a work order template, the fields in the Scheduling WOs tab will be disabled.

   Note: A lead worker must be assigned to a work order if you want the Assigned Work field in the Work Flow Setup Employees module to calculate the number of assigned work hours for that employee.

6. Under the Location tab, enter a department, division, etc.
   • Enter any comments for the crew in the corresponding grid.
   • In the Work Order Locations grid, enter the address of each location where work will take place (Right-click in the grid and select Add Record).
7. Under the Assets tab, enter any inventory assets associated with the work order.
8. Under the Checklist tab, create any checklists you want carried over to the work order.
9. Under the Tasks/Resources tab, enter additional tasks in the Tasks grid.

   Note: Any resources associated with a task (in the Work Flow Setup Tasks module) will be automatically populated in the Resources grid.

   • Enter any resources used to complete the task in the Resources grid.
   • Enter any estimated costs in the fields to the right of the Tasks and Resources grids.
10. Enter additional information you want carried over to the work order using the WO Custom tab.
11. The last modified date and the last user to modify the record are recorded in the Custom tab.
12. Enter other comments in the Comments tab.
13. Click to save the PM.