Existing task or new task

Select whether you want to add a new task or an existing task. If you select New task, the APM creates a work order task based on the information entered in this dialog. If you select Existing task, select the work order and task.

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Existing task

The work order task for which you are reporting activity. Enter the task number, or click Browse to select a task.

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Work order created from

Select how you want to create the work order: • From scratch • From standard job: Browse to select the appropriate standard job • From standard task: Browse to select the appropriate standard task

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Standard job

The standard job on which you want to base the follow-up work order. Enter the standard job number, or click Browse to select a job.

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Standard task

The standard task on which you want to base the follow-up work order task. Enter the standard task number, or click Browse to select a task.

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Asset

The asset assigned to the work document.

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Component or location

If you have selected a component location as the asset to work on, you can switch to the component installed in the location by selecting the Component option. If you have selected a component as the asset to work on, you can switch to the component's location by selecting the Location option.

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Title

The name or short description of this item. You can enter up to 250 characters.

Hierarchy location

A hierarchy location is a string of letters and numbers that identifies where the asset is in the physical hierarchy. APM constructs a full hierarchy location using the code that you enter in the Hierarchy code box joined with the hierarchy codes for its parent/ancestors. The codes are separated by a period (.). Hierarchy locations are updated whenever the asset or one of its ancestors is moved within the hierarchy (or if a hierarchy code changes).

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Title

Enter a title for the new work document.

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Work type

Select the work type for the new work document.

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Work classification

Work classification for the new work document. Work classifications are commonly used to group work order tasks into categories relevant for the site. You can then filter and sort lists of tasks by work classification. When you select work classifications for tasks, the list is filtered to include only those classifications that have been defined as valid for the task’s work type.

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Work priority

Work priority for the new work document. The priority describe the urgency of work and the sequence in which it should be completed. For example, “Regular” and “Emergency” might be two priorities used in your organization.

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Requested completion date

Enter a requested completion date for the work.

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Maintenance group

Select the maintenance group that will perform the work.

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