Work management overview for Enterprise Asset Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    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 to this view requires specific roles: system administrator, enterprise asset manager, or agent. Users can navigate to the Work management view throughEnterprise Asset Workspace > Work management. Prior to accessing the view, ensure Field Service Management configurations are properly set up.

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    Key Features

    • Overview Tab: Displays work order data, including part requirements and active maintenance plans (available to admin and enterprise asset manager roles).
    • Calibrations and Conditions Tab: Shows calibration data and asset conditions (available to admin and enterprise asset manager roles).
    • My Work Tab: Lists open requests and tasks related to work orders (available to admin and agent roles).
    • Maintenance Plans Tab: Enables creation and viewing of maintenance plans (available to admin and enterprise asset manager roles).
    • Work Orders Tab: Facilitates creation and viewing of work orders (available to admin, enterprise asset manager, and agent roles).
    • Work Order Tasks Tab: Displays tasks associated with work orders (available to admin, enterprise asset manager, and agent roles).
    • Asset Tasks Tab: Shows tasks for enterprise assets linked to work orders (available to enterprise technician and agent roles).
    • Work Order Templates Tab: Allows creation and viewing of work order templates (available to admin and enterprise asset manager roles).
    • Checklist Templates Tab: Enables creation and viewing of checklist templates (available to admin and enterprise asset manager roles).
    • My Stockroom Assets Tab: Shows enterprise assets available in stockrooms (available to admin and agent roles).
    • My Asset Pickup Tasks Tab: Lists scheduled pickup tasks for enterprise assets (available to admin and agent roles).
    • Work Order Plan Templates Tab: Enables creation and viewing of work order plan templates (available to enterprise asset manager role from version 10.0 onward).
    • Work Order Plans Tab: Facilitates creation and viewing of work order plans (available to enterprise asset manager role from version 10.0 onward).

    Key Outcomes

    By utilizing the Work Management view, users can efficiently manage maintenance and operational tasks related to enterprise assets, ensuring that work orders and associated tasks are effectively tracked and executed. The ability to filter results and access detailed information through various tabs enhances operational efficiency and asset management capabilities.

    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.
    • Work order plan templates: Create and view work order plan templates.
      Note:
      This tab appears with Enterprise Asset Management version 10.0 and later 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 with Enterprise Asset Management version 10.0 and later 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.