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. If you use the tool on multiple records, you 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.

Note:  Some Work modules including Work Orders, Work Requests and PM/Templates will only allow you to run this tool on a single selected record. Other modules including Asset modules will allow you to run this tool on a filterset containing multiple records.  

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 one or more records in the grid that require a Work Order.

    Note:  Some modules will only allow you to create a Work Order for a single record.

  2. Select hard hat create work order icon. 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 ORseparate 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 WO 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.

    • By default this list will only show templates that use the category listed in the Category Code field on this dialog. Uncheck the Only show Templates related to Selected Category box to see other templates related to this module.

    • When running this tool from the Work Request module the Select Template list will only display templates which use Categories that have the Request WO Creation Shows PM Templates box checked on their associated Category Setup record.

  7. Select 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. Select 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 select 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.