Creating work order hierarchies

You can bundle current due, expected due, and deferred maintenance for an asset. You also can include maintenance for related child and parent assets in the work order hierarchy.

About this task

The work orders to create the work order hierarchy cannot be canceled, closed, or completed. After you create a hierarchy, you can view the work orders on the Plans tab.

1. In the Work Order Tracking (CM) application, select the first work order that you want to include in a hierarchy.
2. Select the Create Work Order Hierarchy action.
3. To browse for work orders on a higher-level asset, specify that asset in the Include Asset field.
   • To include work orders for assets that are children and grandchildren of the Asset and Include Asset fields, select the Include Children checkbox.
   • To include work orders for the Asset and Include Asset fields only, clear the Include Children checkbox.
4. Select the Create Work Order Hierarchy checkbox.
5. Click Refresh.
6. Select the work orders that you want to add to the hierarchy and click OK.