Work management overview for Enterprise Asset Workspace
Summarize
Summary of Work Management Overview for Enterprise Asset Workspace
The Work management view in the Enterprise Asset Workspace allows users to create and manage maintenance plans, work orders, and associated tasks. Access requires edits to Field Service Management configurations and is restricted to users with specific roles, including system administrator, enterprise asset manager, and agent.
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Key Features
- Overview Tab: Displays work order data including part requirements, active work orders by state, and active maintenance plans. Available to system administrators and enterprise asset managers.
- Calibrations and Conditions Tab: Provides calibration data and asset conditions for system administrators and enterprise asset managers.
- My Work Tab: Lists open requests and tasks linked to work orders for admins and agents.
- Maintenance Plans Tab: Allows creation and viewing of maintenance plans for enterprise assets, accessible to admins and enterprise asset managers.
- Work Orders Tab: Enables creation and viewing of work orders, available to admins, enterprise asset managers, and agents.
- Work Order Tasks Tab: Displays tasks associated with work orders for admins, enterprise asset managers, and agents.
- Asset Tasks Tab: Shows tasks for enterprise assets related to work orders for enterprise technicians and agents.
- Work Order Templates Tab: Facilitates the creation and viewing of work order templates for admins and enterprise asset managers.
- Checklist Templates Tab: Allows creation and viewing of checklist templates for admins.
- My Stockroom Assets Tab: Displays available enterprise assets in stockrooms for admins and agents.
- My Asset Pickup Tasks Tab: Lists scheduled pickup tasks for enterprise assets related to work orders for admins and agents.
- Work Order Plan Templates Tab: Enables creation and viewing of work order plan templates for enterprise asset managers.
- Work Order Plans Tab: Allows creation and viewing of work order plans for enterprise asset managers.
Key Outcomes
Utilizing the Work management view, ServiceNow customers can efficiently manage maintenance activities, streamline operations, and enhance asset management through organized tracking and reporting of work orders and tasks. The Overview tab provides valuable insights through various work order plan reports, aiding in better decision-making and resource allocation.
Use the Work management view in the Enterprise Asset Workspace to create and manage maintenance plans, work orders, and work order tasks.
To access detailed information and take relevant action, click any widget. You can also narrow your results by using the Location filter.
- 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 c.
- 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.
- Work order plan templates: Create and view work order plan templates.Note:This tab appears if you have the enterprise asset manager (sn_eam.asset_manager) role.
- Work order plans: Create and view work order plans.Note:This tab appears if you have the enterprise asset manager (sn_eam.asset_manager) role.
The Overview tab also displays work order plan reports that include Work order plans by status, Active tasks by work order plan, and Overdue tasks by work order plan.