Work document type

Select whether you want to create a work request or a work order.

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Create work document

Select this option to add a work request or work order to perform the requested change.

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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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Asset

The asset assigned to the work document.

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Title

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

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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Maintenance group

Select the maintenance group that will perform the work.

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Requested completion date

Enter a requested completion date for the work.

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Approval route

Select the approval route to use for approving the work document.

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Send for approval

If work documents are sent for approval at this site, select an approval route from the list.

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Description

Enter additional information or comments in this box.

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