Work Order

The work order that the work order task belongs to. All work order tasks must be part of a work order.

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Work Order Created

The work order that was created from this work request. If your organization includes multiple sites, the work order and work request must be owned by the same site.

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Title

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

Planner

The employee who is responsible for planning the work order task.

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Maintenance group

The maintenance group that will perform the task. Select the appropriate maintenance group from the list. For example, you might select a mechanical group, an electrical group, or a preventive maintenance group. APM uses this information to filter and sort lists of tasks for work assignments and scheduling.

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Work priority

The work priority for the task. Select a work priority from the list. This will allow you to filter or sort lists of tasks by work priority.

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Work Order Status

The current status of the work order. At various stages in the life cycle, APM may assign the following statuses to a task or work order: New, Work Started, Closed. Work planners may also select an appropriate status for the task or work order: Needs (More) Planning, In Planning, Planned, or Work Started. Each task on a work order may have a different status. When work order tasks have different statuses, the work order will show the earliest status of its tasks. For example, if task 1 has a Work Started status, but task 2 has an In Planning status, the work order status will be In Planning.

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Approval Status

The approval status for this document. Possible approval statuses include the following: Unapproved: The document has not yet been sent for approval. Waiting for Approval: The document is waiting for approval from the employee identified in the Approval required from box. Approved: The document has been approved and no further approval is required. Approval Not Required: Documents of this type are not required to go through an approval process. Approval Rejected: The last person to review the document did not approve it.

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Scheduling Status

The current scheduling status for this work order task. If the task is not on any schedule, the status is set to Not scheduled. If the task is on one or more schedules, the status is set to Task is fully scheduled. The employee who schedules the task can select an appropriate status. The options are Not scheduled, Task is partly scheduled, and Task is fully scheduled.

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Work Completion Status

The completion status of the work order task. Select an appropriate status from the list. For example, your site might have a work completion status that says all of the work is complete.

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Integration status

• Not ready to send – The document has been created but has not been marked as “Ready to Send”. • Ready to send – The document has been marked as “Ready to Send” to the CMMS. • Exists in CMMS – An integration event has been created to send the document to the CMMS.

Waiting for outbound processing

If selected, this option indicates that the object has been marked as “Ready to Send”. The next time that outbound messages are processed, the object’s information is sent to the CMMS.

Master system

The system that controls the object’s information.

An equivalent exists in the CMMS

Indicates whether this object is mapped to a matching document in the CMMS.

Identification\ Document number

The identification number of the equivalent document in the CMMS.

Last sent on

The date and time when the object was last sent to the CMMS.

Last sent by

The APM user who last marked the object as ready to send.