Working with work orders

Work orders initiate the maintenance process and create a historical record of the work that is performed.

Creating work orders
A work order specifies the information about the work that must be performed for an asset, location, or configuration item. You can add work plans, job plans, or safety plans. You can also record actuals as the work progresses.
Reporting actuals for work orders
As work progresses on an approved work order, you can report the actual labor hours, materials, services, and tools used.
Rescheduling and unassigning work
You can reschedule work that has been assigned to labor resources to accommodate changes in priority or scheduling. You can reschedule multiple work records at the same time using the Reschedule Assignments window.
Specifying meter readings on work orders
You can enter meter readings for the asset and the location on a work order. An asset can be set up to inherit the meter readings of its parent asset or its location.
Enabling preventive maintenance alerts for work orders
You can use preventive maintenance alerts to notify you of pending preventive maintenance work that is scheduled for assets or locations in work order records.
Reporting downtime for assets
You can report the start time and the end time of the downtime for an asset after it has occurred.
Swapping assets
You can swap assets associated with a work order. The swap action applies to the work order and all of the assets, locations, and configuration items on its child work orders. The term "work order" can refer to a work order, change, release, or activity record.
Categorizing work orders with classifications and attributes
To simplify the process of finding and managing records, you can categorize work orders. Classifications identify work orders as involving a type of item, such as a notebook. Attributes further identify the item by providing more details. For example, a notebook can have the attributes memory, speed, and disk space.
Setting up work process flows
Work process flows use relationships between work orders and tasks to automate the flow of status changes. You set relationships between work orders and tasks so that when a task is completed, the next task in the flow can be initiated.
Changing the status of a list of records
You can change the status of multiple records in applications.
Adding qualifications to job plans
Add qualifications to job plans to specify the qualifications needed to do the work .

Parent topic: Work Order Tracking