Create a work order task for an Enterprise Asset Management work order

Create a work order task to track and manage an individual task for your Enterprise Asset Management work order.

Avant de commencer

Role required: wm_agent

Procédure

1. Navigate to Workspaces > Enterprise Asset Workspace > Work management.
2. On the Work orders tab, select the work order to which you want to add a work order task.
   The work order record opens.
3. Select the Work Order Tasks tab and select New.
4. On the Create New Work Order Task form, fill in the fields.

   Tableau 1. Create New Work Order Task

   Field	Description
   Work Order Task
   Assignment group	Agent group to which the work order task is assigned.
   Assigned to	Agent to whom the work order task is assigned.
   Work type	Type of work that the assigned agent must perform on the associated enterprise asset. The options are Break Fix, Install, Planned Maintenance, Asset condition, Shutdown, Startup, and Calibration.
   Asset	Enterprise asset that the assigned agent is performing work on. This field populates automatically.
   Location	Current location of the associated enterprise asset. This field populates automatically. Remarque : If you select a linear asset, the Work order linear asset location [] 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 pencil 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 asset. 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.
   Short description	Brief description of the work order task.
   Description	Detailed description of the work order task.
   Work notes	Notes about the work order task that are visible to all users within your organization.
   Scheduling
   Window start	Estimated start date and time of the work order task.
   Window end	Estimated completion date and time of the work order task.
   Estimated work duration	Amount of time that you estimate it will take to complete the work order task.
   Actual work start	Actual start date and time of the work order task.
   Actual work end	Actual completion date and time of the work order task.

5. Select Save.

Résultats

• The work order task is created in the Draft state.
• Assets associated with the work order are added to the work order task and listed on the Affected assets tab.