Use the Work management view in the Enterprise Asset Workspace to create and manage maintenance plans, work orders, and work order tasks.

Important: Before you can access and use the Work management view, edit your Field Service Management configurations as needed. See Edit Field Service Management configurations for the Work management view for detailed instructions.
You can access the Work management view by navigating to Enterprise Asset Workspace > Work management.
Note: Only users with the system administrator (admin), enterprise asset manager (sn_eam.enterprise_asset_manager), and agent (wm_agent) roles can access the Work management view.

To access detailed information and take relevant action, click any widget. You can also narrow your results by using the Location filter.

Figure 1. Work management view
Work management view for Enterprise Asset Workspace.
Use the following tabs to view and manage your work orders, work order tasks, maintenance plans, and other relevant work order information:
Note: The tabs that appear on the Work management view differ based on your assigned role.
  • Overview: Get a glimpse of all your work order data, such as part requirements for open orders, active work orders by state, work orders per month, and active maintenance plans.
    Note: This tab appears if you have the system administrator (admin) or enterprise asset manager (sn_eam.enterprise_asset_manager) role.
  • Calibrations and conditions: Get a glimpse of all your calibration data and an overview of asset conditions.
    Note: This tab appears if you have the system administrator (admin) or enterprise asset manager (sn_eam.enterprise_asset_manager) role.
  • My work: View all open requests and tasks that are associated with your work orders.
    Note: This tab appears if you have the system administrator (admin) or agent (wm_agent) role.
  • Maintenance plans: Create and view maintenance plans for your enterprise assets.
    Note: This tab appears if you have the system administrator (admin) or enterprise asset manager (sn_eam.enterprise_asset_manager) role.
  • Work orders: Create and view work orders for any planned or ad-hoc work that you want to perform on your enterprise assets.
    Note: This tab appears if you have the system administrator (admin), enterprise asset manager (sn_eam.enterprise_asset_manager), or agent (wm_agent) role.
  • Work order tasks: View all work order tasks that are associated with your work orders.
    Note: This tab appears if you have the system administrator (admin), enterprise asset manager (sn_eam.enterprise_asset_manager), or agent (wm_agent) role.
  • Asset tasks: View all tasks for the enterprise assets that are associated with your work orders.
    Note: This tab appears if you have the enterprise technician (enterprise_asset_technician) or agent (wm_agent) role.
  • Work order templates: Create and view templates for your work orders.
    Note: This tab appears if you have the system administrator (admin) or enterprise asset manager (sn_eam.enterprise_asset_manager) role.
  • Checklist templates: Create and view checklist templates for your work orders.
    Note: This tab appears if you have the system administrator (admin) or enterprise asset manager (sn_eam.enterprise_asset_manager) role.
  • My stockroom assets: View enterprise assets that are available within your stockrooms.
    Note: This tab appears if you have the system administrator (admin) or agent (wm_agent) role.
  • My asset pickup tasks: View all scheduled pickup tasks for the enterprise assets that are associated with your work orders.
    Note: This tab appears if you have the system administrator (admin) or agent (wm_agent) role.