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 require a Work Order OR select all of the records in the grid that require a Work Order.
Click the button. The following pop-up appears:

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

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. More Information about Default Work Category
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.
Account #	Indicates the reference number of the general account to be billed for any work done on the asset. The system can be configured to handle account numbers in various formats. The format dictates how users complete this field. More information about Account Number formats Automatically populates the Account # on work orders to which the asset is added, if the work order's Account # field is empty.
Proj No - Acct	Indicates the reference number for a specific project account to be billed forany work done on the asset. The system can be configured to handle project account numbers in various formats. The format dictates how users complete this field. More information about Project Account Number formats Automatically populates the Proj No -Account # on work orders to which the asset is added, if the work order's Proj No -Account # field is empty.
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. More information about Maintenance Zones
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. More information about Maintenance Zones
WO Comment *	Enables user to include information relevant to working on the asset. Information that a user enters here is copied to the Work Order > Asset > Asset Comment field.
Last WO Task	Displays the last date that asset was included on a work order. More information about how this is automatically updated