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Grouping Work Orders

You might want to group work orders for any number of reasons. Some examples are:

•	To link the work order used to repair a component to the work order used to remove it from the location where it failed.

•	To link a corrective work order with the inspection work order that initiated its creation.

•	To track the performance of a group of assets made by the same manufacturer.

•	To track work orders planned for a specific shutdown.

In APM, you can group work orders in two ways:

•	Using a master work order with linked sub-work orders. Master work orders cannot also be sub-work orders

•	Using work order grouping categories that have been defined for your organization

You can use either or both methods to group work orders. Both approaches allow you to view the grouped work orders and to filter lists of work orders and tasks.

This section explains how:

•	To Group Work Orders By Category

•	To Group Work Orders by Master Work Order

See also Creating a Master Work Order.

To Group Work Orders By Category

1.	From the Site window, select the Work Management view and then the Work Orders tab.

2.	Select the Work Order Groups tab. By default, this tab lists all open work order groups.

3.	To add a work order group, click New. On the Work Order Group dialog, enter the group name and a description, and then click OK.

4.	To create a work order for a group, double-click the work order group name to open it. On the Work Order Group dialog, select the Work Orders tab, and then click New.

The Work Order Task window appears. Plan and save the new work order. It is added to the work order group.

5.	To add existing work orders to the group, double-click the work order group name to open it. On the Work Order Group dialog, select the Work Orders tab and then click Browse. The Browse Work Orders dialog appears.

Select the work orders that you want to add to the group. You can add any open work order from the site that owns the group, or from any of its child sites.

Click OK. The work orders are now linked to that group.

6.	To assign a work order to a group, open the Work Order window and select the Properties view, General tab.

In the Grouping information area, select the work order group from the Group list.

Save the work order.

To Group Work Orders by Master Work Order

1.	From the site’s Work Management view, select the Work Orders tab.

2.	Select the Work Orders tab. A list of all open work orders for the site appears.

3.	To add an existing work order to a master, double-click the work order in the list.

4.	Make sure that editing is enabled.

5.	In the Grouping information area, click the browse icon to select the master work order.