Create Work Order

The Work Order tool is used to generate Work Orders for either records in a filterset or records selected in a grid. Users can choose to create a single Work Order for all records or separate Work Orders for each record. Users also have the option to base a Work Order on a template from the PM/Template module.

How To Create Work Orders Using the Work Order Tool

1. Create a filter to identify the records that require a Work Order OR select all of the records in the grid that require a Work Order.
2. Click the button. The following pop-up appears:

   

   Note: The Where options appear only if more than one record was identified in Step 1.

3. 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.
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.
   • When run from a form, this option is disabled.
5. Under Category Code, enter the Work Category to be used on the work order. The system automatically completes this field if there is a Default Work Category for the asset.
6. Under Select Template is a list of templates from the PM/Templates module with a Category that matches that of the Work Order Asset. To use a template, select one from the list.
7. Click OK. If there are open Work Orders associated with any of the selected assets, a pop-up asks whether the user wants to proceed to create another Work Order:

   

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

8. 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, a pop-up may prompt the user to select the View they prefer:

   

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