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Tasks

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Creating a Work Order from Scratch

There are many ways to create work orders in APM. This section explains how to create work orders from the site. You can also create a work order from a standard job, a standard task, and an asset.

To Create a Work Order

1.	From the Site window, select the Work Management view, Work Orders tab, and then the Work Orders tab. By default, this tab lists open work orders for the site.

2.	Click New to open a work order. The Work Order window appears and its first work order task is created.

 

3.	Provide the following information:

Setting Name

Description

Work Order Number

The work order number. APM automatically generates this number to ensure that every work order has a unique number. You can override the default number if necessary. If this box is left blank or if the number is not unique, an error message will appear.

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 in Progress, Scheduled, Completed, Canceled, or Closed. Work planners may also select an appropriate status for the task or work order: In Planning, Planned, Rejected, or Work in Progress. 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 in Progress status, but task 2 has an In Planning status, the work order status will be In Planning.

Title

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

Work Type

The type of the work for the work order. You can select from a list of work types created for your organization.

Is a master work order

Select this option to designate this work order as a master work order. You will then be able to group sub-work orders under this work order. Master work orders cannot be grouped under another master work order. You can use master work orders to view the grouped work orders, and to filter lists of work orders and tasks. You can also view a summary of costs for the master and sub-work orders.

Work order group

The name of the group to which this work order belongs. You can select from the list of work order groups created for your organization. You can use work order groups to filter and sort lists of work orders.

Master work order

The number and title of the work order under which this work order is grouped. Master work orders cannot be grouped under another master work order. You can use master work orders to view the grouped work orders and to filter lists of work orders and tasks.

4.	Double-click the first task in the Tasks tab. The Work Order Task window appears.

5.	Select an asset to work on, and the work order task information is entered automatically. For more information, see Creating a Work Order Task from Scratch.

6.	Save and close the work order task.

7.	Select the Description tab to view or enter a description of the work order.

8.	When you have finished creating the work order, 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.