*
Concepts
*
Tasks
*
Settings

Requesting Follow-up Work for a Work Order Task

This topic explains how to request a follow-up work request or work order while reporting activity for a work order task. You might need to do this if you noticed additional work that needed to be done when you were working on the current task. The system creates the work document when the activity report is processed.
Once created, follow-up work orders and work requests must go through the normal planning and approval processes in the same way as other work orders and work requests.
Tip: To view the follow-up work requests and work orders that have been created for the work order task, select the task’s Activity view and Follow-up tab.

To Request Follow-up Work

1.
Open or create an activity report. The Activity Report dialog appears.
2.
Make sure that editing is enabled.
3.
Select the Follow-up Work tab.
4.
Click Create a work order or work request for follow-up work.
5.
Select the document type: work request or work order.
6.
If you selected Work order, select the method for creating the document. The options are:
•
From scratch – Add a new work order. See step 7.
•
From standard job – Browse to select the appropriate standard job. Select the requested completion date
•
From standard task – Browse to select the appropriate standard task. Select the requested completion date
7.
If you are creating the document from scratch, enter the following information:
•
Descriptive title for the work document
•
The work type is provided by the asset’s default settings. You can change it if required
•
Estimated cost of the work
•
If the site settings specify that work documents must be approved, Send for approval to is selected by default. Select the approval route
•
Work classification
•
Work priority
•
Requested completion date
•
Maintenance group
•
Description
8.
Click OK. The Activity Report dialog closes. The document is created when the report is processed.