Creating work orders

Create a work order on the map or in the list. If the associated tenant is integrated with Maximo® Asset Management, the work order is also created in the EAM system.

About this task

You can create a work order from the More Actions menu on the taskbar. You can also create a work order from a selected service order, and the new work order is automatically linked to the service order.

• Create a work order from the taskbar on the map
  1. Select the work order type in the Filter window.
  2. Click More Actions and select New Item.
  3. In the New Item window, select a work order type from the list. The work order types that are available for selection are those work order types that are selected in the Filter window.
  4. Drag the marker for the geometry type to the required location on the map. The Add New Item window is displayed.
  5. Complete the details for the new work order and click Save.
• Create a work order from the taskbar in the list
  1. Select the work order type in the Filter window.
  2. Select the work order type in the View data source field.
  3. Click More Actions and select New Item from the list.
  4. In the New Item window, complete the details for the new work order and click Save.
• Create a work order from a service order
  1. Click a service order on the map or in the list to display the preview card.
  2. Click More Actions > Create Work Order in the preview card.
  3. Select a work order type in the Select Work Order Type window.
  4. In the New Item window, complete the details for the new work order and click Save.
• Description of work order fields

  Table 1. Description of some of the fields that are displayed for creating a work order

  Field	Description
  Name	The name of the work order.
  Description	A description of the work order.
  Contract	The ID of the tenant to associate with the work order.
  EAM ID	The EAM ID for the work order. The value for the EAM ID must be unique within the specified site ID.
  GIS ID	A geographic information system ID for the work order.
  Site ID	Enter the site ID. If the tenant is associated with an EAM system, enter the ID for the site that is defined in the EAM system. If the tenant is not associated with an EAM system, enter a value of your choice.
  Domain	The name of the domain used to group work orders of this type.
  Network Type	The type of network for the work order.
  Status	The status of the work order.
  Completion Status	A value that indicates the completion status for the work order.
  Target Start Date, Target End Date, Actual Start Date, Actual End Date.	Enter values for the actual start and end dates. These values are mapped to the target start and end dates.
  Location Type	The Location Type field is displayed if your administrator configured a geocoding provider. For more information about configuring a geocoding provider, see the related link. Select Coordinates or Street Address depending on the format you want to use for the value in the Location field.
  Location	Depending on the value in the Location Type field, you can enter geographical coordinates or an address in the Location field. If you create the work order on the map, the Location field is populated with geographical coordinates by default.

Results

If the tenant is integrated with your EAM system, the work order is also created in the EAM system. Click Actions > View Work Order in EAM System on the work order's preview card to view the work order in the EAM system.