Create a work order for an enterprise asset

Create a work order to track and manage work for an enterprise asset, linear asset, linear segment, or asset group.

Avant de commencer

Role required: sn_eam.enterprise_asset_manager

Pourquoi et quand exécuter cette tâche

Remarque :

Starting with Enterprise Asset Management version 10.0, work orders can be created for asset groups, enabling technicians to execute a single work order for an entire group of related assets.

Procédure

1. Navigate to Workspaces > Enterprise Asset Workspace > Work management.
2. On the Work orders tab, select New.
   Remarque :

   If you created a maintenance plan to manage and schedule maintenance for your enterprise assets, the Enterprise Asset Management application automatically creates a corresponding work order for each asset to which the maintenance plan is applied.

   For more information on maintenance plans, see Create a maintenance plan for your enterprise assets.

3. On the form, fill in the fields.

   Tableau 1. Create New Work Order form

   Field	Description
   Work Order
   Company	Company that you are creating the work order for.
   Contract	Contract that defines the lease details of the associated enterprise asset.
   Asset	Asset that you want to manage work for through this work order. Starting with Enterprise Asset Management version 10.0, you can select an asset group. Remarque : You can also select linear assets and linear segments from this field.
   Location	Current location of the associated enterprise asset. Remarque : If you select a linear asset, a pencil icon [] appears to enable you to choose the work order location between the Start marker and End marker. To select a location, follow these steps: Select the Work order linear asset location icon []. A Map location form appears, showing the start and the end markers on the map. Select a location on the map between the start and end markers. In the Name field, enter the name for the work order location. Select Submit.
   Start marker	Start point of the linear asset or the linear segment. Remarque : This field only appears if you select Linear asset or linear segment from the Asset field.
   End marker	End point of the linear asset or the linear segment. Remarque : This field only appears if you select linear asset or linear segment from the Asset field.
   Priority	Priority of the work order.
   Template	Work order template that you want to apply to this work order. Work order templates enable you to automatically populate information, generate appropriate tasks, and create part requirements for your work orders. See Create a template for your Enterprise Asset Management work orders for more information on work order templates. To apply a template to a work order in the draft state and view the work order tasks and part requirements generated from the template, the sn_eam.enterprise_asset_manager role must ensure that the Apply Work Order template in draft status field in the Field Service Management application is enabled. To accomplish this, navigate to All > Field Service > Administration > Configuration and enable the Apply Work Order template in draft status field in the Business Process tab.
   Closed	Date and time at which the work order is closed and complete.
   Short description	Brief description of the work order.
   Description	Detailed description of the work order.
   Work notes	Notes about the work order that are visible to all users within your organization.
   Scheduling
   Due by	Date and time at which the work order must be completed.

4. Select Save.
   • The work order is created in the Draft state.
   • Work order tasks and parts requirements associated with the work order automatically appear on the Work Order Tasks and the Part Requirements tabs.
   • Assets associated with the work order are listed on the Affected assets tab. If you selected an asset group, assets from parent asset groups and subgroups are also listed.
5. To add additional work order tasks, select New in the Work Order Tasks tab.
   See Create a work order task for an Enterprise Asset Management work order for detailed instructions.
6. To track all items that you must complete for your work order or an associated work order task, create a checklist.
   See Create a checklist for an Enterprise Asset Management work order or work order task for detailed instructions.
7. If the enterprise asset that is associated with your work order is missing a required asset or part, create a part requirement.
   See Create a part requirement for an Enterprise Asset Management work order or work order task for detailed instructions.
8. Specify any upstream or downstream task dependencies for the associated work order tasks.
   See Create dependencies for an Enterprise Asset Management work order task for detailed instructions.
9. Select Ready to Work to initiate work for the given work order

Que faire ensuite

Work with the assigned agent to complete and close all subsequent tasks for your work order.