Submitting and Issuing PM Work Orders / Tasks

 

Preventive Maintenance work orders are automatically added to the GLOBAL Work Order page based on schedule information on the PM. Each work order includes one or more tasks. A task is an individual work activity that is assigned to a technician and includes information about the resources needed to complete the work. For information about creating and scheduling PMs, see Adding and Scheduling PMs.

Each preventive maintenance work order added to the Work Order page starts in one of three Phases: Identification, Planning, or Execution. The work order Phase is determined by the WO Status setting on the PM as described in the table below.

PM WO Status Phase Description
Created Identification The work order has not been submitted. Some information fields, for example, Site, Services, and Assets, may need to be filled before submitting the work order. When the work order is submitted, it enters the Planning phase. Use the steps in Filtering the Preventive Maintenance Work Orders List and The Identification Phase below to manage preventive maintenance work orders in the Identification phase.
Ready Planning The work order has been submitted but has not been issued. Resources, for example, Parts and Labor, may need to be assigned before issuing the work order. When the work order is issued, it enters the Execution phase. Use the steps in the Filtering the Preventive Maintenance Work Orders List and The Planning Phase below to manage preventive maintenance work orders in the Planning phase.
Issued Execution The work order has been issued. See Completing Tasks for more information on managing work orders in the Execution phase.

The following steps show you how to filter and open preventive maintenance work orders, then process a preventive maintenance work order through the Identification and Planning phases. For information about processing a work order through the Execution phase, see Completing Tasks.

ClosedFiltering the Preventive Maintenance Work Orders List
  1. Locate the work order on the Work Orders page. To navigate to the Work Orders page, do one of the following:
    • On the Home page, select the Manage Work Ordersbutton Manage Work Orders homepage button.

    • On any page, select the Work Orders from the left navigation menu, then select Work Orders.

    The Work Orders page opens.

  2. At the top of the Work Order page, select the Expand button . The Work Orders filter menu opens.
  3. In the Select Types field, select Preventive Maintenance. The list is filtered and shows only preventive maintenance work orders.
  4. To filter the list for work orders in either the Identification or Planning phase, do one of the following:
    • In the Select Phases field, select Identification. Continue to the steps described in The Identification Phase.
    • In the Select Phases field, select Planning. Continue to the steps described in The Planning Phase.
ClosedThe Identification Phase

  1. Use the steps in Filtering the Preventive Maintenance Work Orders List to sort the Work Orders list and display only preventive maintenance work orders that are in the Identification phase.

  2. Select the work order you want to open by clicking on the Work Order number. work order number The Work Order form opens. The Site, Services, and other fields on the Work Order form are filled based on information included in the original PM. Fields that are empty in the original PM are also empty on the Work Order form.

  3. Complete the Services, Additional Services , and Assets fields as needed.

    Note: You can not edit the Services, Additional Services , or Assets fields once the work order has been submitted.

    Note: The Services, Additional Services , and Assets fields may already be filled in the Task Section of the work order. If the these fields are filled in the Task Section, it is not necessary to complete these fields on the work order form.

  4. Complete or edit the remaining fields on the work order form as needed.

  5. Select Submit. The work order enters the Planning phase. The General Info, Tasks, Resources, and Labor tabs appear on the Work Order form.

  6. Continue to the steps listed for the Planning phase.
ClosedThe Planning Phase

During the Planning phase resources such as parts and labor are assigned to each task on the work order, and other work order details are finalized. When the Planning phase is complete the work order is issued, and tasks are assigned to the people who will perform them.

Note: Preventive maintenance work orders may already include resources which were assigned during the creation of the PMfrom which the work order was generated. You can edit existing resources or add additional resources during the Planning phase.

  1. Use the steps in Filtering the Preventive Maintenance Work Orders List to sort the Work Orders list and display only preventive maintenance work orders that are in the Planning phase.

  2. Select the work order you want to open by clicking on the Work Order number. work order number The Work Order form opens. The Site, Services, and other fields on the Work Order form are filled based on information included in the original PM. Fields that are empty in the original PMare also empty on the Work Order form.
  3. To assign a resource to a Work Order Task, select the Resources tab. Select the type of resource you are assigning to the task Work order resources tab. Select the Add button add resources button. The Add resource form opens.
  4. Complete the fields on the form. Fields marked with a red asterisk are required. Users with Manager or Admin level permissions can add select on the fly items by entering them in the correct fields. Select Save. The resource is assigned to the Work Order Task and is displayed on the Resources tab. Repeat steps 1-2 for each Resource you are assigning to a Work Order Task.
  5. To assign labor to a Work Order Task, select the Labor tab. Select the Add button add labor button. The Add Labor window opens.
  6. Select the Task from the drop-down menu.
  7. On the Labor drop-down menu, select the person who will be assigned the task.
  8. (Optional) Select the Maintenance Category and edit the Hourly Rate field as needed.
  9. Select Save. The assignment is added to the Labor tab. Repeat steps 3-7 for each Labor assignment you are adding to a Work Order Task.
  10. Complete or edit the remaining fields on the Work Order form as needed.

    Note: It is important to complete as many fields as possible in the Planning phase. Once the work order is issued and enters the Execution phase, many fields can not be filled or edited. In addition, depending on how your organization has configured GLOBAL, you may not be able to edit or add resources to a task once the work order has entered the Execution phase.

  11. Select Issue. The work order enters the Execution phase. During the Execution phase, the tasks on the work order are completed and information about resources and labor used in completing the work order are finalized. For information about processing a work order through the Execution phase, see Completing Tasks.