Work Orders

Asset inventory records can be linked to work orders. This enables agencies to track the maintenance history of their assets.

Each Inventory record can show a grid of Work Order records from the Work Order module related to the Asset.

Create a filter to identify the records that need a work order OR select all of the records in the grid that need a work order.
Click the button. The following pop-up appears:

Note: The Where options appear only if more than one record is selected.
Under Create Work Order(s) for..., choose whether to create the work order for the Selected Records OR the FIltered Records.
- When run from a form Selected Record is the only option.
Under Where (if applicable), select whether to create one work order with all of the records attached OR separate work orders for each record.
- When run from a form this is disabled.
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.
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.
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.
Click Yes to continue. The system opens the work order in a view. Note: Depending on system settings if more than one view is available for the work order module, the following pop-up appears. This allows the user to select which view they want to open the work order in:
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.

Default WO Cat ***	Lets users establish 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 enabled, users cannot create Work Orders, PMs, or Requests for that Asset. The Asset also no longer appears in the selection dialog boxes for WO/PM/Request modules. This function is useful for assets that are logged in Lucity, but have been retired.
Maintenance Zone *	Enables agencies to group Assets based on a location. The Maintenance Zone value is then carried over to the Work Order, where it can be used to automatically assign a Supervisor. This field is most easily populated through GIS.
Alternate Zone *	Enables users to group Assets based on a secondary location parameter of an agency's choosing. The Alternate Zone is then carried over to the Work Order. This field is most easily populated through GIS.
WO Comment	Enables user to include information relevant to the Work Order. Information that a user enters here is copied to the Work Order > Asset > Asset Comment field.