Concepts

Tasks

Settings

Creating a Work Order Task from Scratch

There are many ways to create work order tasks in APM. This section explains how to create work order tasks from the site and from an asset.

To Create a Work Order Task

1.	You can create a work order task from the site or from an asset:

•	From the site: Select the Work Management view, then the Work Orders tab. On the Tasks tab, click New. APM creates and opens a work order task and its work order. The Work Order Task window appears.

•	From an asset: Open the asset that needs the work order. Select the Work Management view and then the Tasks tab. The Tasks tab shows a list of all open work orders for the asset. Click New. APM creates a work order task and its work order. The Work Order Task window appears.

 

Tip: To view work order details, click on the tool bar. The Work Order window appears.

2.	In the Task Identification area enter a title for the work order task.

3.	If the work order task was created from an asset, the Asset to Work On and Task Classification areas are updated with information from the asset.

Note: If the work order task was created from an alarm acknowledgment, the map coordinates are automatically populated with values from the indicator reading, otherwise the system finds the first non-null coordinate values from the closest parent asset up the hierarchy, and populates the coordinates.

4.	Select the Charging Info tab. On this tab, you can add or change the charging information for the work order task:

Setting Name

Description

Asset to charge

The asset to charge for the costs of this work order task. Each task must have an asset to charge before it can be saved. If your organization includes multiple sites and the asset to work on is not a component, the asset to charge and the work order task must be owned by the same site. When the asset to work on is a component, the asset to charge can be a component location owned by any site in the organization. By default, the system sets the asset to charge to the component’s location. If the component is not installed, its last installed location is used. If the component has never been installed, the component is set as the asset to charge.

Project to charge

The project that will collect the costs for this work order. Projects may be linked to one or more work orders.

WBS code

The WBS code to use for this task. The work breakdown structure values are used to predefine common project activities. A set of work breakdown structure (WBS) codes is referenced on each project. These are the WBS codes used with the project’s tasks. A WBS code is also specified on the work order tasks and work requests that refer to a project. You can select from a list of the project’s WBS codes.

Default GL account

The maintenance account segment to be used for this work order task. By default, the system enters the GL account segment for the asset to charge. If your settings enable you to override the accounts, you can enter a different segment for this work order task.

Override account number

Select this option to change the default maintenance GL account segment for this work order task. The system takes this segment from the default GL account for the asset to charge. If the asset to charge does not have a GL account segment, the system takes the default segment from the first ancestor asset in the physical hierarchy that has a GL account segment. When the account number is overridden, the replacement account number is used on subsequent documents and transactions (work order requirements, timecards, issue transactions, purchase order lines, and receipts). This option is only available if the work type allows you to override the default general ledger accounts.

5.	Select the Requester tab. On this tab, you can change or add the request information for the work order task.

If the work order task was created from a work request, the system enters the information from the request for you. You can view this information by selecting the Work Requests tab, and then the Source tab.

6.	To link the work order task to a work request, select the Source tab, then the Work Requests tab. Click the table icon (). Click Browse. Select the appropriate work request and then click OK.

7.	Save the work order task.

8.	You can now plan the task (for example, enter failure records, planning information, requirements, or indicators to read). See:

•	To create a failure record or link the work order task to an existing failure, see Creating a Failure Record from a Work Order Task or Linking a Work Order Task to a Failure Record.

•	To add planning information and requirements, see Entering Planning Information for a Work Order Task.

•	To add indicators to read, see Adding a List of Indicators to Read to a Work Order Task.

•	To plan a component swap, see Installing, Removing, and Swapping Components.

•	To add procedures and documents, see Adding Standard Documents to a Work Order Task.

•	To enter task relationships, see Creating Scheduling Relationships for Tasks.

9.	When you are finished planning the task, you can:

•	Add more tasks to the work order. See Adding Tasks to a Work Order.

•	Change the status of the work order to Planned. See Marking a Work Order as Planned.

•	Send the work order for approval. See Sending a Work Order for Approval.

•	Schedule the work order’s tasks. See Scheduling Work.