Create Work Order from Map

Create WO

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

 

How To Create a Work Order

  1. Select one or more features in the map or from the data table.
  2. Click the Android Screenshot button from either the selection toolbar or the data table. The following pop-up will appear:

    Note: The Where options appear only if more than one record is selected.

  3. Under Create Work Order(s) for..., Selected Records is selected automatically. This is the only option available when working in the webmap.
  4. Under Where (if applicable), select whether to create one work order with all of the records attached OR separate work orders for each record.
  5. Under Category Code enter the work category to be used on the work order. This will automatically be filled out if there is a Default Work Category.
  6. Under Select Template is a list of templates from the PM/Templates module with a Category that matches the work order asset. If you would like to use a template select one from the list.
  7. Click OK. If there are open work orders on any of the selected assets, the following pop-up appears to ask whether the user wants to create another work order:

    Note: This prompt appears only if the Notify user when Asset is already attached to an open Work Order work option is enabled.

  8. Click Yes to continue. The system opens the work order in a view. If the Show user a popup of choices to open Work Orders with system setting is enabled the following pop-up appears. This allows the user to select which view they want to open the work order in:

    Select a View

  9. Select a View from the list and click OK. The view opens and displays the new work order. If no view exists, the system creates the work order and a notation appears above the grid indicating that the operation succeeded.