Applying routes to work orders

You can apply a route to a work order to define a list of related work assets. For example, you can define assets, locations, or a combination of both; each of which is considered to be a stop along the route. The work assets can be related by location, such as all pumps and motors in a room. Or they can be related by the type of asset, such as all fire extinguishers at a site.

About this task

Each route stop can have its own job plan, which the system copies to the child work order. You can apply a route to a work order in the Work Order Tracking and Quick Reporting applications.

Procedure

  1. Open an application and display the work order record that you want to update.
  2. Select the Apply Route action.
    Note: Only an active route can be applied to a work order.
  3. Select the route that you want to apply to the work order.
    A message box opens and displays a list of child work orders that are created from the route.
  4. Click Save Work Order.

Results

The created child work orders display as route stops on the Plans tab in the Work Order Tracking application.