Work Orders Tab: Projects Module

The majority of fields listed on the Work Order List are the same as those displayed on the Work Order module list.

The following fields are displayed in the Work Order List:

• Priority: Icon representing the priority of the work order. If a work order has a critical priority, is displayed. If a work order has low priority, is displayed.

• Status: Icon representing the current work order state/status. Each icon shows a clipboard with a small image on the left signifying the current status of the work order. The color of the image indicates the source of the work order. Images with an orange background have been generated based on a preventive maintenance schedule. For a full listing of status icons, see: Work Order List Columns.

• Approval State: Icon representing the current approval state, if required by your organization.

  • Work orders requiring/pending approval will show a blue question mark.

  • Work orders that have been approved will have a check mark.

  • Work orders that have been rejected will show a red x.

  • If the work order does not require approval, the column will be blank.

  Whether or not a particular work order requires approval depends on the access rights of the individual initiating the request.

• Order: The PM route order defined for the asset associated with this work order.

• WO #: Work Order ID.

• Assignment State: Icon representing the current assignment state.

  • Work orders that have been assigned will have a clipboard icon with a person on the left .

  • The column will be blank for work orders that have not been assigned.

• Reason: Description of the work order, typically describing the reason it was generated. The value displayed is the beginning of the Request Info field on the Work Order Details page. If the work order is generated through a service request, this column will list the description entered by the requester. If the work order is generated through a preventive maintenance schedule, this column lists the designated procedure name.

• Target/ Completed: The targeted completion date or completion date if the work order is already completed.

• Asset/Location: Asset name.

• Location: Location of the asset, retrieved by searching up the Asset List to find the first asset that is designated as a location.

1. Click Add.

   The Work Order module lookup opens, allowing you to select one or more work orders.

2. Locate the work order you want to add.

   To filter results to a particular status of work order, select that status from the Status filter on the left.

3. Click the work order you want to add.

   The item are placed in the My Selection(s) area at the bottom of the window.

4. Continue selecting additional work orders as needed.

   To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

5. Click Apply.

   The Work Order module lookup closes, and the records are added to the Work Order List.

6. Click Save.

    

1. Click the check box to the left of the work order you want to remove.

   A check mark appears, indicating the record has been selected.

2. Continue to select any additional work orders you want to remove.

3. Click Remove.

   The records are removed.

4. Click Save.

    

1. Click New.

   A window opens, allowing you to create a new work order.

2. Create a new work order.

3. Click Close.

   The Project Work Orders page appears and the new work order is listed.