Default Work Category

The primary field on a Work Order is the Category. The Category that the user selects defines what options are available in other Work Order pick-list fields, such as Problem, Main Task, Supervisor, etc. It also dictates which module serves as the default source for Work Order Assets. Therefore, a user must select a Category when creating a Work Order.

However, when users create Work Orders directly from an Asset Inventory or Inspection record, Lucity populates the Category with the asset's Default WO Category. This streamlines the process of creating a Work Order and, because a Category value is required, allows the system to save the new Work Order record.

Setup

The easiest way to populate the Default WO Category on multiple Asset or Inspection records is to:

• Use the Category Setup module to create a Category.
  • Set the Classification to "Inventory Items."
  • Use the Common Name to select the desired Asset module.
• Open the desired Asset Inventory or Inspection module.
  • If necessary, create a filter to identify the records to which you'd like to assign the Category.
  • Use the Global Edit tool to bulk-update the Default WO Category field on all filtered records.

How It Works

• A user selects a record In an Asset Inventory or Inspection module and clicks the button.
• The Create Work Order pop-up displays the record's Default WO Category.
• The system creates a Work Order for the Asset and applies the default Category.