Concepts

Tasks

Settings

Linking a Failure Record to a Work Document

There are two ways to create a link between a work document and a failure record:

•	From the failure record, you can create a work order, add a new task to a work order, link the failure to an existing work order task, or create a work request.

•	From the work order task, you can create a link to a new or existing failure record.

This topic explains how to link a failure to a:

•	New work order

•	New task in an existing work order

•	Existing work order task

•	New work request

For information about linking a work order task to an existing failure, see Linking a Work Order Task to a Failure Record.

If you create a new work order from the failure, you can select a standard task or task template on which to base the work order.

Only failures and work orders from the same site can be linked. If the work has already been completed, you can link the failure to a closed work order. A failure cannot be linked to a work order that is canceled.

To Link a Failure Record to a Work Document

1.	Open the failure. From the Tools menu, select Link to Work Order. The Create or Link Failure to Work Document dialog appears.

2.	Select an action:

Setting Name

Description

Action

Select how you would like to link to a work document: • Create a new work order: If appropriate, select a standard task, task template, standard job, or job template on which to base the new work order. • Add a new task to an existing work order: Select a work order on which the new task will be created. If appropriate, select a standard task or task template on which to base the new task. • Link to an existing work order task: Select an existing work order task to link to. The system creates the link without changing the planning information on the work order and task. • Create a new work request: When you click OK, the work request is created. This option is enabled if you are creating a work document from a failure record.

3.	If appropriate, select a work order, work order task, standard job, or standard task.

4.

Click OK. If you chose to create a work order or add a new task to an existing work order, the work order task window opens. If you chose to create a work request, the work request window opens. You can now continue planning the work order task or request. When you are finished entering information about the task, you can:

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

•	Plan the work order’s tasks. See Planning Work.

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

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

•	Schedule the work order’s tasks. See Scheduling a Work Order Task Using Availability Scheduling.